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Home My WebLink AboutOC1969-1192 - ESTATE OF VELLA!'·-_, RCC-134 (8-65) '·-cofMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE 4 BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISJON OFFICIAL NOTICE OF I~HERil'ANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION J TO:~L=O~U~I=S=E_V~E=L=L=A ____________ _ Date: __ O_c_t_o_b_e_r_l_7_,,,__1_9_6_9 ___ _ 126 E. PIKE STREET County _W_A_S_H_I_N_G_T_O_N _____ __ CANONSBURG, PENNSYLVANIA 15317 County File No. _________ _ Bureau File No. &5-t f..-//f)-\ We have received notice that, dtX~1UU10f~.>ae~xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxXXXXX on October 1 19_69, you came into ownership of certain property through r.MJiKK.UX%X<I"XIxiiXmkX ~XKi~I~~~»KKXK~ transfer from MARGUERITA VELLA, 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. Checking Acct.' #82-5-185737 held in the PITTSBURGH NATIONAL BANK, CANONSBURG OFFICE, CANONSBURG, PA., in the names of MARGUERITA VELLA or LOUISE VELLA. Opened 3-23-62. Balance as of date of death, $654.13 appraised by the Commonwealth, as of the dote of death, at $ 654.13 SO % 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 January 1 19 70 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 $ _ ____:3~2:..:.7-=-• ..:::..0..:....7 ---$------------ 19.62 .98 TOTAL AMOUNT DUE $ ~62 $ =================- ASSESSED BY :___.~f:..=:::::::::::::::~::S:::::::::::::l=:.._,A~=:!:::::!. ~=L:::::,. ""===4~--- (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: (over} tJ~ ~f. /IlL To insure proper credit to your account this Official Notice must accompany your payment. Mai I or bring it to: , . " : • t • ~ .i ~. , 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 wh~ - you made payment, their official title and the' amou'ri"f. .~ · · Date Paid Name and Address of Payee· Official Title 1lmount 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 t~e 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 t-You actua-lly p-aid 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 I i i I Form RCC-2 • .,.. -tEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG. PENNA. 1 7 1 2 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ........ 9..<::..~.~-!?..~E ...... ~~--'-·······! .. ~-~-~--- COUNTY ......... W.A_§JH.N.Q.T..Q . .N. ................................. . FILE NO •................ ?..~.: .. ?.?..: .. ~.~ .. ?..~ ............................ . Whereas, .......................... .M.ARGJJ.E.R.J..TA .... .Y~.L.L.A ....................................................... late of ......................... C.AN.O.N.S..6..VR.G ........................................... . in the County of ............................... ~fA.~~.!.NQ':r..9..N .............................................................. Commonwealth of Pennsylvania, having died on the ............................................... l.s.t ..................................... day of ............................. O.c.t.ob.e.r .................... 19 ..... 6.Q seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ...................... W .. ~ ...... R.~ ...... G.HA~~X ............................................................. , 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 t.o 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. Appraisement Unit Description of A &Set Values Made for Inheritance Tax Purpooes $ JT. HELD PERS. : Jt Checkin~ Ae.ct #82-5-185737 _held in the PITTSBURGH NATIONAL BANK, CANONSBURG OFFICE, CANONSBURC PA., in the names of MARGUERITA VELLA or LOUISE VELLA. Opened 3-23-62. Balance as of date of death, $654.13 One-half taxable 327 07 - Having been duly swo.rn accOffinl to law, I do hereby certify that the above appraisement is made in con- formity with law on this ........................... ~ ....................... day of ·················································~~-~·······:;··:;··· ........ 19 .... ?.~. ' ~ AppraiBer ................................................................................................................... , ............................................. (Number and Street) .......................................... W.ASHING.TO.N .................................................... , Penna. (Post Ofllee) H. • HO• • • • H ••••• WASHINGTON ...... . County . RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MARQJT.~RJ':l'A .... Yl!;.11~ ........... . Deceased. Late of CANONSBURG Date of Death, ..................... O.c.t .•... .1, .... .196.9 ........... . AppraisemeHt Docket Vol., ........ 3..~ .................................... . Page, .. /7= ~--········No ........ 9.1~.9 .. ~.~-ll.~.~ Filed in Register's Office, .......... .O.c.t. .•...... 2.l.J9 .......... 69 f Amount of tax due, $ ................................................................. . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement, :'"' Appeal f1'om Appraisement, Entered and charged, \'; )