HomeMy WebLinkAboutOC1971-1254 - ESTATE OF PLESKOVICHoj
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IN THE COURT OF CUMMON PLEAS OF
WASHINGTON CO"JNTY,PENNSYLVANIA
,ORPHANS ~)COURT DIVISION ',._J JINO./P <.~)"'7 /-/:4 ~/'
i
IN RE:
IN THE ESTATE OF
AUGUST PLESKOVICH,
DECEASED.
PETITION FOR SETTLEMENT
OF SMALL ESTATE
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~~SANFORD S.FINDER
'",-~ATTORNEY AT LAW
729·734 WASHINGTON TRUST BUILDING
WASHINGTON,PENNSYLVANIA 15301
/.~~---:<//IV
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IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
..
IN RE:
IN THE ESTATE OF
AUGUST PLESKOVICH,
Deceased.
)l NO.t..3 -7J-1:;;Si
)
)
)
PETITION FOR SETTLEMENT OF SMALL ESTATE.
TO THE HONORABLE,THE JUDGES OF THE SAID COURT:
The Petition 6f MILDRED T PLESKOVICH respectfully repre sents:
-1-
That the decedent August Pleskovich died intestate on September 29
1971,a resident of Robinson Township,Washington Cnunty,Pennsylvania.
-2-
That no Letters of Administration have been granted or applied for.
-3-
That the only heirs at law of the decedent are nieces in Yugoslavi
I
and a nephew Rudy Pleskovich of Robinson Township,Washington County,Pennsylv nia.1
-4-
The only assetsin said estate is $315.00 payable by CNA Insuranc~
Group.
-5-
That your Petitioner paid the funeral bill frnm her personal
funds and inasmuch as there are no other debts or assets in said estate,your
Petitioner requests your Honorable Court to direct distribution of said funds
to your Petitioner as restitution and repayment by her for the advancement of
said funeral bill to the Wharton Funeral Home in the amount of $1800.00,in
accordance with the Act of May 10,1959,P.L.1450,Section 1.
AND SHE WILL EVER PRAY,ETC.
MILDRED PLESKQVICH
2
COMMONWEALTH OF PENNSYLVANIA
COUNTY OF WASHINGTON
)
)
)
SS:
Personally appeared before me,the undersigned authority,MILDRED
PLESKOVICH,who being duly sworn according to law deposes and says that the
facts set forth in the within Petition for Settlement of Small Estate are true
and correct to the best of her information,knowledge and belief.
MILDRED PLESKOVICH
1972.
.~
IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY,PENNSYLVANIA
ORPHANS'COURT DIVISION
IN RE:)
)
IN THE ESTATE OF )N~
)
AUGUST PLESKOVICH,)
)
Deceased.)
~
AND NOW,this ~I'~day of __~~~~~~~,1972,upon considera ;ion
of the foregoing Petition for Settlement f Small Es te and upon motion of
SANFORD S.FINDER,ESQ.,it is ORDER,ADJUDGED AND DECREED that the assets
hereinbefore listed being in the total amount of $315.00 shall be and hereby
is distributed to Mildred Pleskovich,the wife and only heir of decedent,as
restitution and repayment for the advancement of the funeral bill which was in
the amount of $1800.00.
j
••1~..J -r ;f(1f:..'.:"!Cot:~WEAL TH OF PENNSYLVANIA COUNJ~t~lf~?i~~~~
DEPARTMENT OF REVENUE ~~L,'~7!i{JJ1(S
BUREAU OF COUNTY COLLECTIONS OCT 1
HARRISBURG
17127
i .
TO BE SUBMITTED IN TRIPLICATE
REPORTING FINANCIAL INSTITUTION
ADDRESS
RCC-43 (4-71)
NOTE:
....-'\::.....~:;-.......-;-.
Estate Tax Act
Pennsylvania Department of Revenue
Bureau of County Collections
Gable BUilding,3rd,Floor
411 S.Second Street
Harrisburg,Pennsylvania 17127
Union National Bank ot Pittsburgh
P.Q.Box 837
Pittsburih PA
ZIP CODE 15230
Att:a.K.~taiabal1&h
Ass't Vice President
Pursuant to Section 742,Pennsylvania Inheritance and
of 1961,we herewith submit the following report:
NAMES ON ACCOUNT OR
INVESTMENT _
ACCOUNT NO.OF JOINT,TRUST OR
INVESTMENT DEPOSIT #_73_-o_1_45_0_4_-2_(_S_av_1_n_S_s_}_
August Pleskov1oh or
MlldredPlaskovich
DATE OF DEATH S_Iiil=-p't_·e_lD.O_"_6_r_29---=-,_19_'7_1 _
DECEASED JOINT DEPOSITOR,TRUSTEE
OR INVESTOR August Pleskovich
ADDRESS _...:R::.,:.:-.=D..:..-!ilt,,::·12,.....;B:.;o:.:x:....::2..:;.66:::..--____COUNTY Washington
_...:l~~c~Do=nal=d~P.Ii~'ZIP CODE -=1:.!:.50.::.,:·5~7~_
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR M_il_d_r_6_d_p_l_e_Bk_ov_i_c_h _
ADDRESS __R_,_'O_,_d_'1_,_Bo_x_2_6_6,_H_cD_o_n_al_d_p_A_15_0_'5_7 _
RELATIONSHIP TO DECEDENT Sister-tn-law------~---------------------
'V ~DATE DEPOSITOR INVESTMENT IV I"'<'t mb 10WASESTABLISHED\-j(;)~ep e er ,
"...'J
BALANCE,INCLUDING INTEREST ~,
DUE,AT DATE OF DEATH $5,_9_4_2_.~_
LL .~S-
75",r,/2 ~JjJ~.
RCC-134 (8-73)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU O..F COUNTY COLLECTIONS
INH~RITANCE TAX DIVISION
t '~.•'"OFFICIAL NOTICE OF INHERITANCE
TAX APPRAISEMENT AND ASSESSMENT
OF ASSETS NOT SUBJECT
TO AD MINISTRAnON
TO:MILDRED PLESKOVICH,.
i~D.#1,BOX 266
McDONALD,PENNSYLVANIA 15057
Date:October 18,1971
Co unty _
County File No ..39'-.:<..3 ~~~
Bureau File No.{,..:l-71-/~S-sL',
We have received notice that,as a result of the death of August Pleskovich,deceased (McDonald)
on Sept.29 19 71 ,you came into ownership of certain property through right of survivorship,which
was formerly owned by the'decedent.
Under the Inherita~ce 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 imp~sed ypon you,as transferee.
:The p~'ope~ty on which tax is hereby assessed consists of:Jt.Savings Account #7 31014504-2,in
the names of MILDRED PLESKOVICH AND AUGUST PLESKOVICH.Held in the UNION,
NATIONAL BANK OF PITTSBURGH,,PITTSBURGH OFFICE:,'PITTSBURGH,PENNA.Opened,
December 12,1969.Balance as of date of death,$5,942.21.
appraised by the Commonwealth,as of the date of death,at $5,942.21
50 %of this amount is taxable at the rate of 15 %
DATE 0 F.ASSESSM EN T
TAXABLE AMoL~t'
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
2,971.10 2,971.10
,),:,~l')'.:..r.r.'('J';'$'i::/~;',.li,:•.)~','I:;718'~5(ji'-~
h.;'j ..,.J ,1·r
1,252.60
AMOUNT·OF TAX DUE 445.67 187,89
If you pay the above amount within three (3)months of the
date of death of the decedent,or on or before Dec.29,
IXDXXXXXXX9UJ1.,you may deduct a discount of
5%ofthe.amount of tax due,or
1971
22.28
This tax became delinquent nine (9)months after death
(one year if death occurred prior to December 22,1965
and fifteen months if death occurred on or after
December 22,1965 but prior to June 17,1971)and in
addition to the tax,statutory interest atth~rate of 6%of
the tax 'pe~arih.u?,ris al so due as of *0 ct.29 19 73
in the amount of
15.03
445.67
$============TOTAL AMOUNT DUE $=:=;:20=2:::,=92====
RUSSElt MARINO..;,APPR AI SE D BY:.,...----.--.,;_AS SE SSED BY :'--";---:-;--:o--;:--~-7.7-i~..a.....iL~----
{Inheritance Tax Apprciised..(Agent for the Commonweal;h)..''',,::
,*If the tax is not paid by the above date additional
interest is due at the rate of 6%per annum unti I paid
. "I!
INSTRUCTIONS TO TAXPAYERS
;2aheck¢,money orders payable to:'To insure proper credit to your account..~n this Official Notice must accompany~c/o eX·9'.,Z,-J .If\~!6 fU.{~r payment.Mail 0'b'ing it to:
~/~/Y73 .1!c(
/A;//JA~.~...-'AGENT FOR THE COt!~ONWEALTH II L:.//6 L/1 J ~~0~~"n_-t./~COURT HOUSE £c.7'cA-A~tJASHIRGTON~PEF4NA.15301 {j i .
NOTE:Any party in "in--tifr'est who is aggrieved by this notice may object thereto within;;~Jxty days after receipt of
said notice as provided by Section 1001 of the Inheritance and Estate Tax Act of 1961,72 P.S.2485-1001,
»
./j,......
If you have already paid this tax to an executor,administrator,attorney or other personal representative of the
decedent for forwarding to the Commonwealth,list below the date paid,name and addr~ss of the person to whom
you made payment,their official title and the amount.~'-"
,Name and Address of Payee
J...J '.',I....j ~
Official Title ,'.Amount Paid...."I
I
;...!.J l.·I.,,i ,
"J •
Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses
or other just debts of the decedent,with funds dedved from the property herein taxed,such amounts expended
"by,you may qualify as dedu~tions against the 'gross value of the property in the computation of tax due.If any
j l$,lsuch e>lpenditures':~eet~all'ofthe:tlir~e f()Hbwin~'tests,it is recommended that you itemize the payments below,
execute the affidavit,and return this notice.The Register of Wills will examine theJdebts claimedr({nd 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:
,IT'-YOtJ-were:pe~s-o'nally legallyresponsibleJfor these debts,and
,i:-,:.;.~rJ!J:.~~.f)~'-1;+·::",',~.-~l ~~f<):I ~.1':~+-··i :~I.".Jt :)10 ~r,J::'"l0 ~'~)~..i)'!,)....)
2 -;Y9Y p~.tually paid these debts ol,lt~f the account,or property .des~dbed qbov~a,ndcan fu~nis~pro,of _ , ".1'fj,{·Jh J oJ-'t"f -'I'...-,d~I.l.l .-,~.•~~""L ,lj,~J ,(...."'t ...T,A It J•0 suc paymen,I requlreu,an·"-". .
.r::0::''.•:'..~r~J~=;~)~'J lj~jf;f()"'-'1 ;.~r;!)""):{J~fro,',,,\1,"1 f'":~.f ·"t(~(r·t~jJ'_)
3 -These same debts are not also claimed;for tax purposes,by an executor,administrator or other
personal representative of the decedent handl ing the admin istration of the general estate of the
decedent or any other transferee.::f'.~,.I {<:.-.r-
SCHEDULE OF DEBTS
DatefPaid -,.Name of Payee,f •i-":""!J f'Description of Obligation Amount Paid,..I :••k..
9-30....71 r Ha-rold K.Wharton Funeral Expenses 1,71l:5.50
'lfuneral Home "
('~~r---(
-,
'.t .f.t'.~..,.-l -
"
,-....
.~.i ..J :•',I ~J
(.('('.t.!.,-'1 .t:'::'.,....
.
I!
"
.!
~r .......,,
~•t'"j'•:1::)J(..I I ,,~TOTAL $1.718.50
(attach separate sheet if requ ired)
.-
....
egister of Wills
Date of Approval:_.%lItl=CT 19 197;)liUSSEIJ MA~m9,
"".EeO~T O.F RE~t~(,OFfw!I;t;.S
.,;_••t }Ii r"q I~f.
I,the undersigned,duly elected Register,o~lWills'i.n~~;nd'f~r t~e.?~~n"OU~,dopectfully report that I
have allowed deductions listed above ii,'the total'om1ount of $",.."/~:c -.::)
I,hereby c r 'fy that the rofJ.g i a jU$t aft true statement ot
funeral eXl?ers~s and other debts of the decedent,rJ ,for which I
was legallyresponsi~le and which I did pay out of the propl rty herein taxed.I further certify,that to the
best of my knowJedgeand belief,these same debts will not be claimed by any other person,for inheritance
tax purposes.
II
----------------------------------------------------------,
Commonwealth of Pennsylvania)
)ss:
County of Washington )
Before me,personally appeared,Mildred Pleskovich,of
RD#l,McDonald,Robinson Township,Washington County,Pennsylvania,
who being duly sworn according to law does depose and say,that
she is a sister-in-law of August Pleskovich who died September
29,1971;that a joint savings account No.73-014504-2 in the
Union National Bank,McDonald Office,McDonald,Pa.,was a transfer
of an account No.73-013640-5 as of December 12,1969;that also,
the last mentioned account No.73-013640-5 was a transfer of a
previous account;all said accounts were in the names of "August
Pleakovich and Mildred Pleskovich;that this affidavit is made
for the purpose of settling and paying the correct inheritance
tax to the Commonwealth of Pennsylvania on said accounts herein-
above mentioned.
Sworn and subscribed to before me this'15th day of
October,1973.
SIGMUND A.BU AY
Notary Public
McDonald,Washington GO.,"Pa.
M¥Commission Expires March 18,1974
~',,",",,..•,:-i
RCC-43 (5-65)
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:
J
NAME OF REPORTING
FINANCIAL INSTITUTION ""'IlPl;lltT;t=Sb;;"'lur'7a-;h~Nar-:::t-=-lo_nal_'_a_aM....,'.:.-.-',•.r.,
HilJonald otl1ct :.y
ADDRESS ,~::--:-:-..::::Hu::=::D:.;:o:::na::.:l=d:L•..::..P.=8.:....,.-=1::!.:SO~;:L7 _
ACCOUNT NO.OF JOINT,...J.---:'I~
TRUST OR INVESTMENT DEPOSIT,Savings 1/811979169 i ~
NAMES ON ACCOUNT
OR INVESTMENT Augus\Pleskovloh Ql"Mrs.Mildred Plelikov1cb
DECEASED JOINT DEPOSITOR,
,TRUSTEE OR INVESTOR A_utl_u_st_,_P_1e_s_K_O'Vi_,_c_h _
ADDRESS __R_,,_Dl_i'fl ,_l{e_'_DO_ll_!1_1d.-,_,_8,_"_1.-~O_5...:..7 _
DATE OF DEATH September 29.,1971
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR Mrs.MUdred Pleskovich
ADDRESS R.D.111,McDonald,Pa.IS0,7
RELATIONSHIP TO DECEDENT UnknOllll -(;i!...d;:u-~kt:(j;;,L)
DATE DEPOSIT OR INVESTMENT ~
WAS ESTABLISHED Unknown ~9-/9 !4 S-(..;z;./)
BALANCE,INCLUDING INTEREST 'I
DUE,AT DATE OF DEATH $_-=Gl::::;o#=,S==21=,=F.O:-;-9-:-r _~'-I 103 4 ~) I
,~~,
Signature TITLE
~···i..RCC-13 1-69)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX D1\fISION
)
~
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION·
Bureau Fi Ie No.
TO:_--,MR........S!..L.-..IiMI_IDlaREIIIiol·K.D-'P......LEIIiIlSIl.llI~OV.1lI~Cill.H_·_
ft..D.III
GcDonald,Pa.150S7
Date:NOVEMBER 8,1971
County WASHIMlTOlf
County File No.~
~3 -2/~/.i'9~
We ave received notite ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~on .'.._,.-,-19~,you~cameintoownership of certain property....'.
_....'~~'.ster tromllr.,August pleskovicb,deceased (McDonald)
../)~.~~.:,,dfi /7"7/
Under the lPf;eritance and Estate ax 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.
Th'e property on'which tax is hereby assessed consists of:JT.JmLD IN THE PITTSpeoH NATIONAL BANK
McDONALD OFFICE,ItcDONALD,PENNSYLVANIA •.In the names ot August ,Pleekovich or Mrs.
Mildred Pleskov1ch.Balanoe &8 of date of death $10,821.09.
appraiseiby the Commonw~alth,as of the date of death,at $10,821.09
SO %of this amount is taxable at the rate of l'%
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
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 8ooomb.r 29,1m you may deduct a
discount of 5%of the amount of tax due,or
o This tax became delinquent,fifteen (15)months
after the date o(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:_R_US_S_£.L_l_i;\_A_RI_N_O,---,'---_
ppra iser)(Agent for the Comm~nwea Ith),
*1£the tax is not paid by the above date additional
interest is'due at the rate of 6%per annum until
paid
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:To insure proper credit,to your account
this Official Notice must accompany
your payment.Mail or bring it to:
"R~11 JU,t~
AGENT FOR THE COMMONWEALTH
COURT HOUSE
WASHINGTON.PENUA.1J3~j
If you have already paid this tax to an executor,administrator,attorney or other personal representative t e-'
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 a~d Address of Payee offfc ia I ritle 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'c1aimed 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:
~•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 ofthe
decedent or any other transferee.
Date Paid Name of Pa ee
SCHEDULE OF DEBTS
Description of Obligation
(attach separate sheet if requ ired)
TOTAL $
Amount Paid
SS:
COMMONWEALTH OF PENNSYLVANIA)
COUNTY Of _
I,hereby certify that the foregoing is a'ius't 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 Taxpayer
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 $--------ll
Dote of Approval:_
Register of Wi lis
Funn ~CC-2 !DECEMBER 29,1971...~
COMMONWEALTH OF PENNSYLVANIA DATE ...................................................................................................
DEPAR.TMEl'~T OF REVENUE RESIDENT INHERITANCE TAX .....,..~~.~,~~.I.J:~~??......,..................BUREAU OF.COUNTY COLLECTIONS COUNTY .............
HARRISBURG,PENNA.17127 APPRAISEMENT FILE NO•..b....J..,::::...Zl..=....I...;4,..:::z.:.f/.......
Whereas,MRS.MILDRED PLESKOVICH McDONALD.".....,..,.."......................,..,............................................................................................................late of ...........................,............................."........................,...,.....""....,........,
in the County of .....................................WA.$.HXNG.T.Q.N...................................,............................Commonwealth of Pennsylvania,having died on
the ....".",.........................,...2.9th.....................................,.....day of .......SEPTEMBER.........,................,............19.........7;Lseized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,FRANCES LEO 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 foIlowing 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 Purposes
JT.HELD IN THE PITTSBURGH NATIONAL BANK,McDONALD OFFICE,McDONALD $5.410.5
PENNSYLVANIA.In the names of August Pleskovich or Mrs.Mildred
Pleskovich.Balance as of date of death $10,821.09
TOTAL 5,410.55
forrn~~v:;:fhb~:::fJ.~wo<n a~1ir~t·~:;o~~~Y~~~iSe ...tis made 1~7;:
~~~~~......................~('p~~~~ei'~,Pen a
WASHINGTON County
"--.,RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
AUGUST PLESKOVICH
Deceased.
Late of
McDONALD
Date of Death,~F.'.~~?9..t J9..7.J...
Appraisemeilt Docket Vol.,:.
Page), .No §3..~7.=L..':=L.?5.4 .
Filed in Register's Office,1Y .
Amount of tax dtt~,$,;.
,DEPARTMENT OF REVENUE
Received,
Examined'and-Approved,~,.
Wrote abaftt Appraisement;.
Appeal f1'om Appraisement,.
Entered and charged,.
"
•.'
..~
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
INHERITANCE TAX DIVISION
216 CITY COUNTY BLDG.
PITTSBURGH.PENNSYLVANIA 15219
471·4870
February 2,1972
Mr.Rudy PleskovicJ:1
R.D.1,TJre
Imperial,Pa.15126
(,!
Dear Mr.Pleskovich:
IN RE:'Estate of August Pleskovich
File No.2-7l-M~1907
Docket No.38-1-1
Under date of December 28,1971 you made a payment in the
amount of $537.55 on a joint bank account titled in your name
or the decedent.
It has been called to our attention by the Bureau-in
Harrisburg that the decedent died a resident of Washington
Cou.nty.Please inform us if this is correct so that we may
transfer our file to Washington County since Inberitance Tax
is collected in the county which the decedent died domiciled.
Enclosed is self-addressed,stamped enveloPe for this
service.
"':1
cc:Miss Rose~itBudy
Central Files
Bureau of County Collections
MlS:map
~~
Marius G.Santicola
Chief Appraiser
For:Ralph Cberner
AdDdnistrative Officer
HeWirS fi}i5 S (~r-:/V /~()f
vVAs h (~c.r~..-vI,Co v rV .,Y
vV~E.N'f./£.))rc?),
-1
,
~'"!-
~
RECEIVED Five btmdred thirty $ewn and 55/100 - - - - - - - - - - - - - - - -- -dollars
?I
1
I
Itt
Jt
1i'lI!
representing Pennsylvania Inheritance or
Estate Tax due from the followina estat
._-------'--'--'--.-~-'--:-_-.---=-'
From:Rudv Ple-'_-"_w.
~
I
Address n Tl ..~2%Tax on $$
-
..1 Pb 1.10~6%Tax on $$.
File No.2=7ll1-1907 Date of Death n •.-1_-15%Tax on $3,172.27 $565.84-,-,....-
Date of Payment _i .""'Q..,'%Tax on $$-#
Estate Tax,Act of
Name of Decedent I)'f •_..,.May 7,1927 $-'--
County .t'".'28 ..-,TOTAL TAX CREDIT $565.84---Less five percentum of tax if
Remarks:1/2 Joint Account NPOE paid withi'n three months after
date of death $28.29
Plus interest at the rate of
__%from
to $
uOO~[p[L~@&Urn SEA L TOTAL AMOUNT PAID $531.55
1NOTE:This Triplicate Receipt to be retoined for audit purp~s.--..-,'~:_4._
-Received by IU.t~Sl'Jils~KaneNOTE:In accepting the transfer inheritance tax On future estates,prior to the death of the life Ignature
tenant or tenont for years,OS evidenced by this receipt,it is understood that the Commonwealth sholl
not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the TreQ,Surerlifetenantortenantforyearswheneveritoppearsthatsuchadditionaltaxmaybelegallydueand(Title)collectible for ony reason whatsoever.---~-
No·8
--------_._----------._--------:---_._-_.-----_._--------------:""'--~--~'
..
..
COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX DIVIS ION
216 City-County Bldg.Pittsburgh,Pa.15219 (Phone 471-4870)
NOTICE OF FILING OF APPRAISEMENT
Rudy Pleskovich
Executor-Administrator-Joint Survivor-Transferee
In Re:Estate of August Pleskovich
Allegheny County Docket 38 Page 1 Line 1 State File No.2-7l-M-1907
You are hereby notifield that the appraisement fixing a dollar value on
assets owned individually by the decedent,or in co-ownership with others has been
filed in the office of the Register of Wills of Allegheny County on Jan.3,
1972.Said appraisement reflects the following valuations:
TESTAMENTARY ASSETS:
Real Estate in which decedent had full or fractional
interest as tenants in common:
Personalty owned soley by decedent:
TOTAL TESTAMENTARY ASSETS:• • • • • • • • • • • •
NON-TESTAMENTARY ASSETS:(N.P.O.E.)
Real Estate jointly held with right of survivorship:_
Personalty jointly held with right of survivorship:__~$~3~,~7~72~.u2~7~
TOTAL NON-TESTAMENTARY ASSETS:••.•
TRANSFERS:
Real Estate transferred by decedent with retention
of a Life Estate:
Real Estate transferred in full or fractional
interest within two years of death:
Personalty in name of decedent passing ,at death
to others as designated in a written instrument:
Personalty transferred outright by decedent within
two years of death:
TOTAL NON-TESTAMENTARY TRANSFERS:
TOTAL
$3,772.27
$3,772.27
Any party in interest including the Commonwealth and the personal
representative or joint survivor not satisfied with the appraisement fixing.
the dollar value of the asset within sixty (60)days after receipt of this hk
notice may appeal therefrom as provided by law.
THIS IS NOT A BILL
Retain for your records
For:
Marius G.Santicola
Chief Appraiser
Ralph Cherner
Administrative Officer
RCC-39 (5-68).
COMMONWEALTH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
SUMMARY
Estate of Pleskovich
(Last Name)
August
(First Name)
DATE OF DEATH 9-29-71
(Initial)
REPORT OF INHERITANCE TAX APPRAISER
FILE NO.2-7l-M-1907
I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of__~Al=lc:::::eog~h~en~y _
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","8","C",and "E".
Dated:__~J.!!!a.~n~3,,---,1,,,,"9LJ7L!!2,,--_Harold Katz
INHERITANCE TAX APPRAISER
REPORT OF THE REGISTER OF WILLS
I,the undersigned duly elected Register of Wills in and for Allegheny 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.
Dated:_---'J~a::!<.!n!.!.!.1.-..-o3r..J.._=19.L7..l.!2"'___Ri ta Wj 1 son lume
REGISTER OF WILLS
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
VALUE AS REPORTeD VALUE AS APPRAISED VALUE AS REAPPRAISED
$$$-------+--
Valuation of life estates or
annuities.. . . . . . • . . . . . . . . . . .$t=
-
ESTATE TAX ASSESSMENTS $.
FOR USE OF REGISTER ONLY
Tax on $--+__2%
Tax on $--+__6%
Tax on $----------+--5%
Tax on $-----------4--10%
Tax on $15%XX
~~pti~s *
Total Estate --I-__
TOTAL TAX
COMPUTATION OF TAX
$-------+--
$-------+--
$-------+--
$-------~-
$--------+--
$---1.__
(*)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 $l=
Add interest at rate of 6%from
_____to $------
AMOUNT OF ESTATE TAX ASSESSED $-------..11-
Estate tax paid $--Il--
BALANCE DUE $-----1----
Add interest at rate of 6%from t=
-------'lto-----$--------1
TOTAL TAX BALANCE $------1
PAID $.....J
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
Administration t No.
IN THE
Year .
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
Deceased
Late of .
County of
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
\
"
.'
...j../-..../lq
,.OR...NO.J2
Original ~
J:k~
I .,•
ORDER FOR APPRAISEMENT
Inheritance Tax Office
Pittsburgh,Pa.15219
......-r'Supplemental DLJOriginalFiled:19_
---L-Line +/_Do che t __=---==------Harri sburg Fife N0~L---.,L-L-~-J-----+-...L----r---I
Domicile ~.::::c~~~,A...!!C..df....4...-L----------Date of Death 9 -...(<;
Estate Of:
Rate 0 f Tax __--fI'----"s:'----'~'_'t:1o<.....-_RelationshiP'----'12'-+--'"~""""p.~""'~~.........,=----_
)..?-~7 19 '7
Dole
REVISED 7-'-71 R.C.M.G.S.
Estate Tax Act
7)/2
/O-:l/-7/
/;L-2;~11
Pennsylvania Department of Revenue
Bureau of County Collections
Gable BUilding,3rd,Floor
411 S.Second Street
Harrisburg,Pennsylvania 17127
-
'COMMONWEAL TH OF PENNSYLVANIAfCEIV[D •
DEPARTMENT OF REVENU,~O/l B~R[t.U O~"
BUREAU OF COUNTY COLLECTION~if~CGU[CT.()Hi;:
HARRISBURG 'U
17127 OCT 1 8 26 AN 71
,,
(4-71)
TO BE SUBMITTED IN TRIPLI CATE
RCC-43
REPORTING FINANCIAL INSTITUTION
ADDRESS
NOTE:
p~ttsburgh PA .
ZIP CODE ··.,...·1::-:5=2=3"::'"0----
Att:G.L Steinbaugh
Ass't Vice President
Pursuant to Section 742,Pennsylvania Inheritance and
of 1961,we herewith submit the following report:
Union National Bank of Pittsburgh
P.o.Box 837
DATE OF DEATH S_e_pt_e_m_b_e_r_2_9_,_19_7_1 _
ACCOUNT NO.OF JOINT,TRUST OR
INVESTMENT DEPOSIT _____----.:.:~'--=-~~==6_-----_#06-006732-9(Savings)
NAMES ON ACCOUNT OR August Pleskovich or
INVESTMENT R_U_dy_p_1_e_s_k_oV_i_C_h _
DECEASED JOINT DEPOSITOR,TRUSTEE
OR INVESTOR August Pleskovich
ADDRESS _...,.R_._D 1_,_T_Y_r_e COUNTY Allegheb;i
_-=Im=.:p;.;:e:::.r=ia.l=~::....:.P~A'---ZIP CODE ---:1",..5,.",0""",5'-£.7 _
Rudy P1eskovich
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR ------=----=-=:..:..;::;-----------
ADDRESS R D l_,_T_y_r_e.;...,_Im--=-p_e_ri_a_1_PA_l-=5_1...:.2_6 ~------
RELATIONSHIP TO DECEDENT ~_ie~p~h_e_w _
DATE DEPOSITOR INVESTMENT
WAS ESTABLISHED J_an_u_ary'--_1_8_,_1_9_66 ----,
BALANCE,INCLUDING INTEREST n 544 1:.5 7J'
--"-~~J ?"'7DUE,AT DATE OF DEATH $~~~~/_-=--,,;::C:O<:....;.L._..:..~---.,~_
/J)/.///".r'-I(~~_.e....-.......'-'
Signature TITLE
Assistant Vice President
IMPERIllL OFFICE
S-.3 ;::S-.s-
FORM RCC·2-RIc.,
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
RESIDENT INHERITANCE TAX
APPRAISEMENT
ALLEGHENY COUNTY
DATE .
FILE .
Whereas .._A\l.&~.~._:P.~.~~~9.Yft.:~!L __Late of.m ••••~£~!'.~.~J.__.m ""
in the County of Allegheny,Commonwealth of Pennsylvania,died on the 2.9.t.h .
day oL .s.~~t.,_J9.71.._.,seized and possessed of an estate subject to inheritance tax under
the laws of the Commonwealth of Pennsylvania:
Therefore,I,_.._~Jd..~~.~_.._._,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 transf~IIed in possession or enjoyment after the expiration of any estate for
life or for years,the Commonwealth hereby expressly reseIVes the right to appraise and assess transfer inheritance taxes at the lawful
rate on any such future interests.
P.O.ADDRESS :•.•......,PENNSYLVANIA
.,
Having been duly swom according to law,I do hereby certify that the above appraisement is made in
coDIormi~with law on dUs }~,~:_:~::---:~191~~-J..,..-<£,C:;::.l<'---.'!"''.-PPRA.ISER .
APPRAISEMENTUNITPROPERTYANDSECURITIESVALUESFORINHERITANCEVALUESTAXPURPOSES
OINT BANK ACCOUNT NOT PART OF ESTATE i TAXABLE
.B.A.#06-006732-9 :Union National Bank P.O.Box 837,Pgh.15230
ugust P1eskovicp o~Ruqy P1eskovich,Est.1-18-66,I
amt.$7,544.55 i taxable $3,772 27~Total amount •• • ••••.•
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ALLEGHENY COUNTY
ALLEGHENY COUNTY FILE NO.2-71-M-19Q?
RESIDENT IINHERITANCE TAX APPRAISEMENT
E.'1tate of
..............~~gJ,1,~P.l~~k9.v.i.ch .
Deceased.
Late of
Imperial
. - --.-'"-_._••_.-:•••••••••_.~••- -•••••••••••_!•••••••••••••---•••••••-•••••••••••••_.-••
Vate of'Death,__2:-.~9.~.7.J.:__.
ApPraisement Docket Vol.,__.
Page,__..:.._.....................No•......___.
.
F'l d'R'.1 t 'Om 1-,3-72tetnegtSerSce,_ _19 .
IAmountoftax due,'1'- - .
DEPARTMENT OF REVENUE
Rccei,tled,_.._ _~__..
Examined and Approved,.
\Vrote about Appraisement,.
Appeal from Appraisement,__.
Entered and charged,____.
.'
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Katz 38-1-1.J.B.A.s
.4lIlIl
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG
17127February 25,
j
Mrs.Frances Leo,Chief Appraiser
Room 244,Washington Trust Building ,nL1 /
S.E•Cor.E•Beau &Main Street tJU7~3 8'-.d(...3 c.f -Co
Washington,Pennsylvania 15301
Re:Estate of August Pleskovich
File No.63~71-1254
County of Washington
.Date of Death 9-29-71
Dear Mrs.Leo:
As a result of investigations conducted in both
Allegheny and Washington Counties,it has been determined
that the above decedent died a resident of Robinson Town~
ship,Washington County:
This being so,the appraisal of a joint bank ac-
count in the appraisement filed January 3,1972,is erroneous.
We enclose the Allegheny County records forwarded
to this Bureau by Marius G.Santicola,Chief Appraiser of
Allegheny County,and request that you have the appraisement
and receipt for the payment of tax ent'ered in the Washington
County Register of Will's docket.
All matters concerning this estate will be recorded
and administered in WashingtonCoun,ty,the county of domicile
and residence,and File No.2-7;1-1'4-1907 assigned to this es-
tate in Allegheny COunty will be ca~celled in our records.
ly yourao iJ.
H rbert A.Brinkley
Acting Assistant Chief
Inheritance Tax Division
Peter J.McHale
Director
Bureau of County Collections
For:
HAB/ll
c.c.Russell Marino,Register of Wills
c.c.Marius G.Santicola,Chief Appraiser
Enclosure
=-,------.--,-,,-'--.-,--.,...----,_.....-..........._ .......---..,...-'-..............--...........--~--.....--..--.----._.--.....---'--'-"-~_.............--.,..----..,...--_.'---....----.---
.,jRCC-4 (8-68)COMMONWEALTH OF PENNSYLVANIA
'*'DEPARTMENT OF REVENUE
No,8 11963 OFFICIAL RECEIPT 0 PENNSYLVANIA INHERITANCE AND ESTATE TAX I
I EIGHT nUNDRED ELEVEN and 58/100
___~__________~_._••__~______8~_
RECEIVED dollars
MRS ..MILDRED PLESKOVICII ..Paying On Ind re~~~ng Pennsylvania Inheritance or
From:~sta e ax ~ue from the following estate:
R.D.fI 1
Address 2%Tax on $$
McDONALD,PENNSYLVANIA 15057
6%Tax on $$
63-71...1254 9...29-11 5,410.54 811.58
File No,Date of Death 15%Tax on $$
,December 27.1971
-Date of Payment %Tax on $$-MR.AUGUST PLESKOVICH Estate Tax,Act of
Name of Decedent May 7,1927 $
'''ASHINGTON 811.58
County TOTAL TAX CREDIT $
Less five percentum of tax if
R1:uffs:paid within three months after
date of death $
I Plus interest at the rate ofifl__%from
to $,
UOO~[p[L~@illurn 811.58
SEA L TOTAL AMOUNT PAID $
~;1'r(NOTE:This Triplicate Receipt to be retained for audit purposes.i J ~,
R ' d b ~~~J __/J X;:-Vt...Q,ecelve y .__/
NOTE:In accepting the transfer inherit~nce tax on future estates,prior to the death of the life':,f-;:(Signaturtl)')£
tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth sholl -,,,/!';..J:J,../..<A.-I'r I ,.'<J,.J
not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the"--·'K.>:"J"...''-,
life tenant or tenant for years whenever it appears that such additional tax may be legally due and .J (T'tl')
collectible for any reason whatsoever.I e
~~------------~-.-.----------~;;...,..........~-
;'7;l8 -~9 +
J..71~--50 ~
111&-$0 '*.If ....-
~971·10 +~97i-10 0
~7ia-50 ..;
)~25 2-:60*
>~,",.,.-".,_~__'r-'"".~"",_,_,".,.::,--,c-,-,~-:..-'--'-..J
..-i JIl
$$f4
$$n6%Tax on
2%Tax on
<r----~-'-<..".<-:-:,".."-":+,.:\:~g}.,-_:;;~<~~,..,'''')--b,'"-,.,I ..b .......I ••b ••~
f,-,-~,"---",.,_.'t£"cs ,.,'"t5 t,>!.11 G"d .:::LO£$LJ...o»>,'$3 ..)i j;S ...-'-~::::tlC!I\dx::et::5iUte;:::t\102;;g;IJiJl;0 &t5lJlJh''~L,•,,;'Yt;.'''Ii -/\.,~~-rt"\~;-f.J.~~""'~'{;'"......~V',tn ''•\.,:,a'~...-'.~-.;....,'f'-'-e.pJ~..:.j'1..._.;:f""~"...·...I~..:~t'\.::;...'tv,,"""..,'\,;~1q '-~.t""
1;",'-, •i~y-.:~o~·t~"mUf..''"":','"C1',~~.i!\~~,;,,;"i'.0".'.",",'f',•"•)ij,'.,'.'I':\lIA 1:,.r.':""Il'in ""12 Al'llfl I!$fAm 14J,I.~Il
;"....:..~(.'.p=,,;;:=n,,,,,,'=,,','""'t,"',,,""¥':,~..~t'JIOr:::Jt};~0tt:1 OO/lCU o-o_..._~._
RECEIVED,i ,;dollars~o~·~0 I?c~011 IdreP'l!l:1Ntti~g Pennsylvania Inheritance or
From:".""I ',",~st~~oue from the following estate:
..- -~If\;.!t~(}:~.~
Addre~s .'I
~i»O~~~gi."il&1IA tsoa,
-5;-
5,410.54 SU.S8
~
811.58
$--8;;;1;;-;;;1:-.-=58~--~1
$D
$--------
$,--------
$n
$a
$--------
%Tax on $$W
.Estate Tax,Act of
May 7,1927
15%Tax on
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
dote of death
Plus interest at the rate of
__%from _
to _
.
SEA'l'
_Dote of Death
DCC~I'2?§
1YOOO[P[LO@&u~
INameofDecedenttliYmIIJ;WU
Date of Payment ..I
1m.o AUCum 1?~OVICH
,."',r
File No.
Rt~;
-----------------,'County
TOTAL AMOUNT PAID".---"\
NOTf:ThIs Trip/lClito ~to bo.~nOcI ~r audit .-.-oa:.:.~)'1 /j •(r!.",,".......)~~4J-X_/I '~~1""'()..f!,,;..',Received by -:;,.'i 11
.NOTE:In aeeepfino Ih.troh;kr '''''8r.(O Iol<on ,futuro eslotes,prior to In"death of the ilhl ~.•f-(S,gnature1J'j II
,I.nont or 18nonl fa.r..y.arsiat,....I~.nnced b1'1hI.s r~.lpl,It i.'underStood that tne Commonweolth shall -",·-A./~:../L/)4 0 ·b--a.,.J....'ft!Ot be precluded 'or prevenled from hereof\,er ~s..nlng additIOnal lnnerltone_tax at the death of the ---,.~\:..-t_,~
lit.tenonl or tenonf for year.wnen,vel'~QJlPeort that such additionaL tox may be legally due and _.\(Titl )
colledlbl"for ony'roosonwhat.oe.v81".,.
,,'
i""::ilII Ii;;"l':t t lU I 4_clocI¥:_•'":104 ".....I"'J ,.,t-i'.._f -~~~,---,....-.---------~---------........
--......_JNY%'l'P'
(J.>
0-
--"""
-0-.-,.~.
,-"
::Jt:1:T"\
';;0 \.
....,
....Jr..J ..---
("'1 ~~..
0 ....-./-..-...\.....~.
"-0 i C
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0<-
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(.{>6?(jf
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~:-~,-
·February 25,1972
.Mrs.Frances Leo,Chief Appraiser
Room 244,Washington Trust Buildinga.E.Cor.E.Beau &Main St.reet
Washington,PGnn.$ylvania 15301
Ret Estate of AU9Ust Pleskovich
File No.63...11...1~S4
.County of Washington
Data of Death 9-29-71
Dear l-1r's'.Leot
As a result of inVestigations conducted in both
Allegheny and Washington COunt.ios,it has been.determined
that the above dQcedent died a resident of Robinson Town-
ship,t'iaell1nqton County.
This being $0,the appraisal of a-joint bank ac-
count 1n the appraisement.filed January $,1972,1s erroneous.
i10 enclose ~hoAllC9'henyCountyrecords forwarded
to this Bureau by t~iuS G.SWlt1cola,Chief Appraiser of
Allegheny County,and request that you have the appraisement .
andrecei.pt for the payment of tax antered in the Washington
COunty Reg1st.erof Willta docket....
I.All matters concerning this eatat-Q will be recorded
and a&n1n.i.stored in tfosh1ngton COunty,the eounty"lof domicile
and residencQ,and File No.~-71-N-1907 assigned to this es-
t.ate in Ulegheny County -W1llbe cancelled in our records.
Very truly yout's,
Herbert A.Br~nkley
Acting Aas1$t.ant Chief
Inheritance Tax D1v1u1on
For:Peter J.MoHale
Diroctor
Bureau of COunty Colleetiona.HAS/ll ~
c ..o.Russell Narino,Rogiatler of Willa t/
o.a.Mariua G.Santicola,Ch1ef Appraiser
'.
I