Loading...
HomeMy WebLinkAboutOC1969-1100 - ESTATE OF PARISI Fonn RCC-2 I COMMONWEALTH OF PENNSYLVANIA DATE .............. §.~.P.~.-~.~~-~E ....... ~ . .9. .. , .. !.~ .. ~-~-··· .. DEPARTMENT OF REVENUE RE~IDENT INHERITANCE TAX ......... W.A.$..B.IN.Q_T.9..N_ .................................. BUREAU OF COUNTY COLLECTIONS . COUNTY ... APPRAISEMENT FILE NO. . ............... §.~ .. : .. §.~.:.!.~ . .9..9. ..... -........................ HARR~BBURG, PENNA. 1712 7 ROSE PARIS HOUSTON I Whereas, ...................................................................................................................................................... late of .............................................................................................................. in the County of ........... ~~-~~-~-~?..!..~~ ................................................................................... Commonwealth of Pennsylvania, having died on the ....... .' ................................ 7..$..t..h ........................................ day of ....... J..P.:l.Y ...................................................... 19 .. 9..~ .. , seized and posses~ed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ........................... W.A ..... .R. ....... C.HA.NE.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 aU 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 Oescrlptlon of Asset Values Made for I nherl lance Tax Purposes $ JT. HELD PERS.:t. i Jt Checki n~ f-r Savin~s Assount:s No 8 2-~-_3_9_2_9_C 19 I and 11913 held in the PITTSBURGH NATIONAL BANK, CANONSB\ RG OFFICE, CANONSBURG, PA., in the names of ROSE PARIS or CATHERINE PARIS .. Opened (1) 12-7-54 and 2-29-52. Balance as of date of death, (1) $511.72 and ( 2) 2,508.0( Total $3,019.78 One-half taxable 1,509 89 '· Jt. Bank Acct. #1064 held in the SLOVENIAN SA" INGS & LOAN ASSN., STRABANE PENNSYLVANIA, in the names of CATJ t~RINE l OR ROSE PARIS OR ANTIONETTE XAMPAN. Opened. 1-30~53. Bala nee ' as of date of death, $7,679.50 One-third taxab'J_e 2,559 83 I ·) ' ' ::-- I I Having been duly sworn B§~r~ing to law, I do hereby certifY. that the above appraisement is made in con- formity with law on this ........................ ~ .................................... day of ...... ::::::·.·.::·.:·.·.:::·.·.·.:·.::·.·.·.~·-~·.=·~.·-~:~~---~~.:·.·.·.~·.·.::·.·.·.·. !t,;_:·.· .... ·.~.:~.-~.;-~· .. ·.·.·.·.·.~·.~: raiser ) ............................................................................................................................................................... ( l!lumbCI' and Str~et) .......................................................... .'W.A.SHI.NG.T.ON ................................... , Penna. (POit Ofllce) - ·• WASHINGTON ........................................................... ............................ County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ROSE PARIS Deceased. Late of ...................................... HQV..S..T.QN .......................................................... .. Date of Death, ........................ J.M.l..Y. .... ~.Q.L .. J.~.§.~ .... . Appra.iseme11t Docket Vol., ........ ~.~ ............ : ........................ .. Page, ... /.?.?. ... ~./. ................. No ....... 6.3 ..... 6.9.,.,-.il.O.O Filed in Register's Office, .se.pt ......... J.Q ....... J9 .... 6.9 Amount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, ........................................................... . Wrote abo.ut Appraisement, .................................................. . Appeal ft'om Appraisement, ..................................................... . Entered and charged, .................................................................... . ... RC:C-134 (8-65) 'cOMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS -INHER.tTANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX • APPR+ISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION J TO: CATHERINE PARIS & ANTOINETTE ZAMPAN 32 BECKER STREET Date: _____ S_,ep~t_e_m_be_r_ll_,::...._;_l:..:..9..:..69:.-_ County _____ W....;a:.;_s;..:.hi.:::';:;.;n.,!:!gt~o.:....:n;.:._ __ _ HOUSTON, PENNSYLVANIA 15342 County File No. _________ _ Bureau File No. _________ _ ~e have received notice that,~~~~~~~~~~~~~~~~~~~~~ on July 29 19..22_, you came into ownership of certain property through ~""""fM.''8VI~~9-Jt).II·~~~IU\.A ~~~~ transfer from, ROSE PARIS, 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 ~n which tax is hereby assessed consists of: Jt. Bank Account #1064, held in the SLQVENIAN SAVINGS AND LOAN ASSOCIATION, STRABANE OFFICE, STRABANE, PENNSYLVANIA. In the names of CATHERINE OR ROSE PARIS OR ANTOINETTE ZAMPAN. Opened 1-30-53. Balance as of Date of Death. $7,679.50. appraised by the Commonwealth, as of the date of death, at$ xi! 7,679.50 1/3 %of this amount is taxable at the rate of 6 % 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 Oct. 29, 19 69 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 due as of*-------- 19 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 TOTAL AMOUNT DUE ORIGINAL ASSESSMENT AMENDED ASSESSMENT $ _..,!::2:..L. 5"'5~9...!...:. 8~3'----$--------- 153.59 7.68 ----------- jt/S.f I $ $ -===='=========·- ASSESSED BY: ~e/?/ ;?t;....,.-<'4~ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: (over) To insure proper credit to your account this OHicial Notice must accompany your payment. Mail or bring it to: rq.I'L"~~tr ff,J ·-{ .. 1\t..r.,, s..v q_.,~ A~-.~.,!J 't.::; JiiE CO~BWNW . COURT HOUSE EALTH WASHINGTON PENNA ~~0 5' /{; J6l" 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 pai.d, name and address of the person to whorrf• you made payment, their official title and the amount. .. Date Paid Name and Address of Payee Official Title Amount Poi d .r-- 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 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$ --------o Date of Approval: ______________ _ Register of Wills R~C-134 (8-65) toMMOII<'WEAL TH OF PENNSYLVANIA ~ DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS •INHERIJANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: MISS CATHERINE PARIS 22 BECKER STREET _--:.H;;.;;.;OtLSTON, PENNSYLVANIA 15342 Date: ----=-=Augu==-=s~t_...:lk=.z,~19!....:.6~9:.__ __ _ County ___ W_a_s_h_ing:....::....tc_n _____ _ County File No. _________ _ Bureau File No. _________ _ We hove received notice that, ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ on July 29 19..22..._, you came into ownership of certain property through · rx!JOOW!XX!moorl:lPJ)~~~OO!Dc· transfer from, ROSE PARIS, 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 Accounts (1) Checking Account #82-7-392959 (2) Savings A·::colint # ll913, held in ijhe Pittsburgh National Bank, Canonsburg Office, Canonsburg, Pemsy1 vania, in the names of Rose Paris or Catherine Paris. (1) Bpened 12-7-54. (2) Opened 2-29-52. Balances as of date of death (1)$511.72 (2) 2,508.06. appraised by the Commonwealth, as of the date of death, at $ 3,019. 78 50 %of this amount is toxabl~ at the rote of 6 % 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 Oct. 10 19 69 you may deduct a discount of 5% of the amount of tax due, or D This tax become delinquent one year after the dat.e of death of the decedent and, \n 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 *If the tax is not paid by the above dote additional interest is due at the rate of 6% per annum until paid ORIGINAL ASSESSMENT AMENDED ASSESSMENT $ 1,509.89 $------------- 90.59 ---~~:J_ ____ _ TOTAL AMOUNT DUE $ 90.59 $ -=============-- ASSESSED-BY:~d~-~ {Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: To insure proper credit to your account this Official Notice must accompany your payment. Moil or bring it to: rR~ If JU,{~ iA&Etll ~OR ·r~t~ .. t;r.~~~Ni/fALTH ll'OI\:Jif.f HCU~E · tn~i~lct~~ L>EN.NA J5301 (over} t, 3-tl-//(}-0 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 person to,_whom'- you made payment, their official title and the amount. •' j "' .. Date Paid Name and Address of Payee Official Title Amount Paid .-· Under certain circumstances, if, after the date of death of the decedent, you personally paid funeral expenses or other just debts of the decedent, with funds derived from the property herein ·taxed, such amounts expended by you may qualify as deductions against the gross value of the property in the computation of tax due. If any such. expenditures meet all of the three following tests, it is recommended that you itemize the payments below, execute the affidavit, and return this notice. The Register of Wills will examine the debts claimed and allow those which he determines to be proper. The tax will then be recomputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: .1 -You were personally legally responsible for these debts, and 2-You actually paid these debts out of the account or property described above and can furnish pro,of of su~h payment, if required, ~nd 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 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