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Home My WebLink AboutOC1969-1132 - ESTATE OF PICONIRCC-134 (8-65) • CO~M2.t4WEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION ('"! OFFICIAL NO:riCE OF INt'tERITANCE TAX APPRAISEMENT AND ~ASSESSMENT OF ASSETS NOT SUBJECT TO ·ADMINISTRATION TO: _--LJHL.I...!O.J...JPEL,;,..-LE;u,T,...EID..ANwO.u.R~o.......~...P...~.:ICI.LlO.u.Nui.__ ___ _ BOX 82 I.WWRENCE, PENNSYLvANIA 1505 5 Date: _ __:S::::e:..r::p~t~emb=e:.:..r-=1==1::.z,-..:::.19t...:.6~9:_---'--- County ___ W_a_s_h_i_ng.::::.t_o_n _____ _ County File No·-----....,.......,,.....,..---- Bureou File No. h 3 -lf._.//3 :z_., 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~tcix-is'hereby·asses~ed consists ~f: Jt.---Savings Ac'count # 13969, held in the PTTTSBiffiGH NATIONAL BAtlli, Canonsburg. Pennsylvania, Canonsburg Office. In the names of MRS. PIERINA PICONI IN TRUST FOR HOPE ElEANOR PICONI. Opened 8-27-69. Balance as of Date of Death, $ 1,360.62. appraised by the Commonwealth, as of the date of death, at$ 1.360.62 100 % of this amount is taxable 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 August 27 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 ORIGINAL ASSESSMENT AMENDED ASSESSMENT $. 1.360.62 $--------------- 81.64 ---~Q.8 _____ _ TOTAL AMOUNT DUE $ 81.64 $ ============--':~·SSESSED BY: Q: ... e.ff ~~ (Agent-for-the-Gommo·nwealth} INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: . 1?~11 JvJ.~, ~ C)d. tf!tl JJ f: !9&J t 3-{p 9· /!.3:<. .... To insure proper credit to your account this Official Notice must accompany your payment. Mail or bring it to: If you have a I ready paid this tax to an executor, administrator, attorney or other persona I representative of the decedent for forwarding to the Commonwealth, I ist ;below the date pa i.d, name and address of the person to whom, you made payment, their official title and the am<...Un1.__ ··"" · - ''· 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 ~ill 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: ........ --....... --,;..._ l -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 Tax payer REPORT OF REGISTER OF WILLS I, the undersigned, duly elected Register of Wills in and for the ~bove county, do respectfully report that I have allowed deductions listed above in the total amount of$--------" Date of Approval: ______________ _ Register of Wills ~ Form RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE October 8, 1999 I ........................................................................................... ............... .nXPARTMENT OF REVENUE ~ -RESIDENT INHERrrANCE TAX Washington COUNTY BUREAU OF COUNTY COLLECTIONS ·' ................................................................................................... HARRISBURG, PIDti'"NA. 1712 7 APPRAISEMENT FILE NO. .. ........... ?..?.:..?..2:!!~.? ......................................... Whereas, .......... P..i~r.i.n~ .... P.~.~9.nt ......................................................................................... Iat~ of ......................... ~~:,~~:.~ ......................................................... in the County of ................................. W.~.~.h.ingt.Qn ..................................................................... Commonwealth of Pennsylvania, having died on the .................................. ?.7. ... t..h ............................................ day of ....................... ~~~.fJt ................................. 19 .... ~9., seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, W.R. Chaney an appraiser duly appointed according to law, ....................................................................................................................................... , I 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 inheritance taxes at the lawful collateral rate on any such future Interest. appraise and assess transfer Unit Appraisement Description of Auet Values Made for Inheritance Tax Purpoaes $ JT. HELD: Jt. Savings Accotmt ' 13969 held in the Pittsblurgh, -National Bank, Canonsburg, Pennsylvania, Canonsburg Office. in the names of MRS. PIER INA PICON! IN TRUST FOR HOPE ELEANOR PICON!. 1,360 62 - ... ~ . . ' .. . I ~-~ t ' . . . . ~ Total 1,360 62 I ' - form~~v:!h bl:e; ::~~w~ .. ~.~~~1.~~~~·. ~:; o~e~~~.~ ... ~~.~.~~~bo:~:.~~~.~~.~.~.:~.~.~ ... ~.~ .... ~.~~e l~~ .. ~p ~.:: ........ , ................. ~. _// .......................... ~~~~r~ -'~ ~~ <.Nu.~~u. ... ~~~., .................................... , Penna. (Post Oftlee) ........... ltl.~.I:IINGTON ................................ County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of PIE:RINA PICONI Deceased. Late of LAWRENCE Date of Death, ...... A~.~-~ .... ?.7,. .... ~9..~9. ....................... . AppraisemeHt Docket Vol., ..................................................... . Page, ................................................ No ... 93.~.9..9~+-+J.? .......... . Filed in Register's 0 ffice, ... .9.~.9..tJ?.~r. .... ~l .... 19 .. 6.9 .. Amount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, ................................................................................................ . Examined and Approved, .......................................................... .. Wrote abo.ut Appra-isement, .................................................. . Appeal fyom Appraisement, ..................................................... . Entered and charged, •' I RCC-134 (8-65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BOREA-\J.g.F COUNTY COLLECTIONS .IN-HERITANCE TAX DIVISION OFFICIAL.~Q.rlc.E OF INHERI~JANCE TAX APPRAISEME~n AND..';fSSES~MENT OF ASSETS NOT SUBJECT TO ADMINISTRATION J v . ----~----------------~----------------------~--------------------~' TO: ANNA M •. RACO . .: LAWRENCE; PENNSYLVANIA 15055 .. Date: ----=S.=.epr::..:t=-=emb=.:e::r-=11=..~;~-=19.!.;.6~9'---- ' County ___ ...:.W::..::a::..::s.::h=in:.:~gt~o::::n:....:\ ____ _ County File No·------~':1-~~~~:::-. Bureau File No. /zJ-Cf-;~ We have received notice that,~oXr~~~~XXXXXXXXXXXXXXXXXXX.XXXXXXX.XXXXXXXXXXXXXX on ·-Auvust 27, 1922._, you c~me_ in)t) ownership of c~r~,property JhroughBgJUX~&~'V~USU~~XXXX ud~so~oct. ·· ~~ r~·· . ·. · . I Under t~e 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·whkh tax is hereby assessed consists ... of: Jt. Held Savings -AccolD'lt• # 17328, ·'held .in the·lPITTSBURCH NATIONAL BANK, Canonsburg Offic_e, Canons~urg, Pennsylvania, ~n the names ··of MRS. PERINA PICON! OR ANN.fr t-1. RACO. Opened 10-15-58•· Balance as of· date .of death, -$2,079.;26 . ' '· . appraised by the Commonwealth, as of the date of death, at $ 2,079.26 50 % of this amount is taxable 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 Nov~. 27 • 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 dote additional interest is due at the rate of 6% per annum until paid . TOTAL AMOUNT DUE $ ORIGINAL ASSESSMENT .we $--=-------c=~~----- 62-.-38. .) .• 12 . 62.38 INSTRUCTIONS TO TAXPAYERS AMENDED ASSESSMENT /03/:~~ . $--/.-"R~-c;,_.s~.~~---2a- t . ~-- Make checks or money orders payable to: To insure proper credit to your account this Official Notice must accompany f your payment. Mail or bring it to: ___ ... .,. . ~. 1?~ll (over} 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 whom you made payment, their official title and the amol!~t. ~~ >--st .. . , ,,.. , .. :. -·~ 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 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 fl-ld -t:> T ~'1.AAI ~~ o.,A,/-11 ..... / 7/S. J.-d , ~ " .R'd /i.~J.. J..--/_.,t 'st" /~d A ,..) .., TOTAL $ /f>¢S._s-CJ (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 u~d~~-~ign,ed,. duly ~lecte.d Register of Wills in and for the above county, do respe.ctfully report that I have allowed 'd"ed,ucti~ris listed above in the total amount of$ _____ __:_ __ 11 Date of Approva 1: _. ------...,--....-------Register of Wills Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHE&T:I'AN\lE TAX APPRAISEMENT DATE November 10, 1969 1 DEPARTMENT OF REVENUE --~·,. BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 COUNTY .... ~!.~.~.!!.~.~~.!9._~·-··-·································· FILE NO •........... §}: .. §.~ .. :.J..~.?. . .? ..... -.. ·-························ Whereas, .............. ~T.~.-~ ..... X~E-~-~~---·-~-~-~-~-~.t ........................................................ late of ............. ~-~-~T.~.~-~-~---······························································ in the County of ................... ~~-~-~-~-~?..!..?.~ ........................................................................... Commonwealth of Pennsylvania, having died on the ........................................ ~.7.-~.h ........................................ day of ................ A.~.g~-~-~---·································· 19 ...... ~--~ seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania· ' Therefore, I, ..................................... JY.. •..... R .•...... CHANEY ............................................ , 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 Description of Auet Values Made for I nherltance Tax Purpoaea $ JT. HELD PERS.: Jt Sav. Acct. .il..l7328 held in _the PITTSBURC H NATIONAL BANK, CANONSBURG, PA. , OFFICE, CANONSBURG, PA., in the names of l<IRS. PERINA PI CONI or ANNA ~1. RACO. 0_l)_en4 d 10-15-58. Balance as of date of death, $2,079.26 One-half taxable 1,039 63 : ,. : ; Having been duly swo.rn accofdin~ to law, I do hereby certiflc that the above appraisement is made in con- formity with law on this ............................ .9..~·-············-··········· day of ·······.:::::::::::::::::·.:·.::::::~:~-~-~~:~~.::·.~---·.·.~:: .... ~-~-~--~·-·.·.· .. :.: Appraiser .................................................................................................................................................................... (Humber and Street) ................................... \\TA.SHTKGT-ON ............................................................ , Penna. (Poat Ofllee) \vASHINGTON County ............ HRS .•...... PER.INA .... P.IC.ONI. ................... .. Deceased. Late of LAWRENCE Date of Death, ........................ A.~.g.R~.t ...... ~.7.., ...... 1.9.6.9 Appraisemel!t Docket Vol., ................. ~.~ ............................. . Page, ................................................ No. ..§}.-::..§.~.~.t..i.-0.~ Filed in Register's Office, ........ J:.l:::-.1:.9 ........... .19 ........ 9.9 Amount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, ............................................................................................... . Examined and Approved, ........................................................... . Wrote abo.ut Appra.isement, ................................................... . Appeal f1'om Appraisement, ..................................................... . Entered and charged, ................................................................... . •. --------------------------------------------------------------------------~