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Home My WebLink AboutOC1969-1193 - ESTATE OF CAVARZANRC1134(8-65) • t0 -~'!;; 1~ ~T/b~ ~~M~~~i~~'M~~~~:~~~SEYNLUVEANIA OFFICIAL NOTICE OF INHERITANCE TAX BUREAU OF COUNTY COLLECTIONS APPRAISEMENT ANDi\SSESSMENT OF INHERITANCE TAX DIVISION ASSETS NOT SUBJECT TO ADMINISTRATION TO: _.....:J~O=H=N:....-:..:..W.::... __:C=A:...:.V.:.:A=-=.RZ=A=N~--- BOX 501 Date: September 16, 1969 County WASHINGTON J _____ A~YELLA, PENNSYLVANIA 15312 County F i I e No. --.,..----....--=----- Bureau File No. __ (,_3_-_Z...:....f_-_/;;_.,~t-l'ciOoi!:lJ;,_. We have received notice that, ~~~~~~~~ on Angnst 2]19.6...9..._, you came into ownership of certain propertyt~ougooim ~~~~OOXX transfer from LOUIS CAVARZAN, 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 ass.essed consists of: J t • Bank Acct • #063-20907 held in the _MELLON NATIONAl. BANK, BURGETTSTOWN OFFICE, BURGETTSTOWN, PA , j n the names of JOHN W. CAVARZAN or LOUIS CAVARZAN. Opened 7-8-69. Balance-as of date of death, $11,607.30 appro i sed by the Commonwea I th, as of the date of death, at $ 11' 607 • 30 ]:00-% of this amount is taxable at the rate of 6 % $6 ORIGINAL ASSESSMENT AMENDED ASSESSMENT .5~~ ~~ {S DATE OF ASSESSMENT TAXABLE AMOUNT LESS: AL.LOWED 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. 21 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 isnot paid by the above date additional interest is d~e at the rate of 6% per annum until paid · TOTAL AMOUNT DUE $ $ ..}} '607. 30 / no 3.d. :s:-. ~6.44- -----~ ... R-- /7-r/ ()96.44 $ ---cP-=-:-tiJ~.:Y=r.=. ,._d-<1--.-. - ---~--// ~:/_ $ -=====~=/=5=-: ~==y=·· ASSESSED BY: _ _,t.~~:.=::::::::::=s:;~---...:.· ~~!i::S=:::II!:==.z:" ":::s;:e~) __ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: 1 .. CJ-Y~ ~)-; cr CD ? 0 ;K/~ A-51 ~t/ d \~ fl iM · Dfl,. ~,od- (over) To insure proper credit to your account this Official Notice must accompany your payment. Moi I or bring it to: \ If you have already paid this tax to an executor, administrator, attorney or other personal representative of~~ 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 amounJ. ~· • ,. 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 personal representative of the decedent hand I ing the administration of the general estate of the deced~nt or any other transfer~e. SCHEDULE OF DEBTS Date Paid Name of Payee ·Description of Obligation Amount Paid 10/6/69 flovd L. Pittman Funeral Services Vault and Cemeten $2024.00 charges - TOTAL $ c2 u:ly ~ {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 otlier 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 -- Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE October 21 1969 ................................................................ !... ...................................... ··-DEP~RTMENT OF REVENUE RESIDENT INHERITANCE TAX .......... W.A.$H.INQ.T..QN ................................... COUNTY BUREAU OF COUNTY COLLECTIONS APPRAISEMENT 63-69-1193 HARRISBURG, PENNA. 17 12 7 FILE NO .............................................................................. ................... Whereas, LOUIS CAVARZAN late of AVELLA ...................................................................................................................................................... ··············································································································· in the County of ............. WA.S.H.l..N.C.T.QN ................................................................................... Commonwealth of Pennsylvania, having died on the ........................................ ~.! .. ~ .. ~ ........................................ day of ............ ~~-~1::1-~~ ......................................... 19 ....... ?..~ 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, ....................................................................................................................................... , 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 A net Values Made for Inheritance Tax Purpoaea $ JT. HELD PERS. : Jt. Bank Acct. #063-20907 held in the MELLON NATIONAL BANK, BURGETTSTOWN, BFFICE, BURGETTSTOWN, PA. ' in the names of JOHN :w: CAli:ARZAN 0~ LOIIIS r..AVAR7Al\T {)n,:. .,.~ ... ] 952. Balanc~ as Qf date Qf death, $1L._607_._3_0 One-hal taxable 5,803 65 -- -· - I ' Having been duly sworn according to law, I do hereby certify that the above appraisement is made in con- formity with law on this .......... .... ~.l..§.:t ........................ day of ................................................... 0.~ ..... ob..~.:r. .... ?pi~··· ..................................... 19§ .. ~ ...... -..< J?/ -.................................................... ........................................... ::~· ...................................... Appraiser ................................................................................................................................................................. (Number and Street) ............................................ wASHTN§;IPJ'ii~~·;········· ................................. , Penna . WASHINGTON ················· ................................................................. . County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .... L.OUIS. .... CAVARZA.N ................................. . Deceased. Late of AVELLA Date of Death, ..................... Augu.s.t. .... 2.1, ..... l96.9 Appraisemel!t Docket Vol.,· ............. }.~----~~.!.Z::~ Page, No. . .... 6.3-6-9-11·9-3- Filed in Register's Office, ............ 1.0.~.21.~ .... 19 ....... 6.9 Am.ount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo,ut Appra-isement, Appeal f,.om Appraisement, Entered and charged, ~ ") ' •