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Home My WebLink AboutOC1970-0010 - ESTATE OF NICOLARCC-134 (8-65) C6M~WEALTH OF PENNSYLVANIA "'D'EPARTMENT OF REVENUE ,"BUREAU OF COUNTY COLLECTIONSIN~tRITANCE TAX DIVISION QFFICIAL NOTICE OF INHERITANCE TAX ~APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SU BJ ECT TO ADMINISTRA TION TO:THELMA M NTCOTA R.D,#4,Box 224 ___~B~U~ETTSTOWN,PENNSYLVANIA 15021 Date:_----lDLLle~CWes;;Jmw.b.u.e5:i.rL__~2.J_9+,--Ll..;;J.9..!o.J6~9~__ County __W_A_S_H_I_N_G_T_O_N _ Co un ty FiIe No.-:----:::;:--_~~- Bureau Fi Ie No.__G_3_-_?_6_0_0__ Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the Iiability for the payment of the inheritance fax due is imposed upon you,as transferee. The property on which tax is hereby assessed consists of:J t,Bank Acct,#063-17310 held in the MELLON NATIONAL BANK,BURGETTSTOWN OFFICE,BURGETTSTOWN,PA"in the names of MR,DOMENICK NICOLA or MISS THELMA M,NICOLA,Opened 7-29-57.Bal- ance as of dat~of death,$5,713,68 appraised by the Commonwealth,as of the date of death,at $5,713.68 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE o If you pay the above amount within three (3)months of the dateMf deat~of the decodent,or on or before ar.19 I 7 you may deduct a discount of 5%of the amount of tax due,or o This tax became delinquent ol)e 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 *lfthe tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid $2,856.84-_-!-_--- 171,41 8,57 $-------- TOTAL AMOUNT DUE $~$'==:==============.. APPRAISED BY:-=y~'~.-L1~~~~~~::-'ASSESSED BY:_ (Agent for the Commonwea Ith) INSTRUCTION.5.TO.TAXPAYERS (over) Make checks or money orders payable to: 1?~l-fAM~ AGENT FOR THE:rOffiH~~~~!~fALTH ~m t4J..$fE.~.~«Iii~~'feO' -d-~?J g53tJl To insure proper credit to your account thi.s Official Notice must accompany, your payment.Mail or bring it to: 1?~/JAM~,~ Gel /~2.3~'' ~/770 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 ~om you made payment,their official title and the amount.~.,,..;. Date Paid Name and Address of Payee Official Title~::-Amount Paid 'r f 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 ~s.deductions against the gross valu~of the property in the computation of tax due.If any sli:ch expenditures meet all of the three follow-ing 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: t -.-.- 1 -You were personally legally responsible for these debts,and -'2 -You actua+ly ptlid 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 requi red) COMMONWEALTH OF PENNSYLVANIA) COUNTY Of _ SS: 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 payout of the property herein taxed.I further certify,that to the best of my knowledge and belief,these some debts will not be claimed by any other person,f,or inheritance tax purposes.' SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__. REPORT OF REGISTER OF WILLS Si gnature 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 $" Date of Approval:_ Register of Wi lis -~------------------------------ Fonn RCC-2 ...~1 COMMONWEALTH OF PENNSYLVANIA DATE ......................}..~.P.:l?:.~..r.y.......7..L ..J ..~.?.9...... ..j'DEPARTMENT OF REVENt."E -;i RESIDENT INHERITANCE TAX \vASHINGTON BUREAU OF COUNTY COLLECTIONS COUNTY ....................................................N ..................._......................... "rY APPRAISEMENT FILE NO................?~..=..?9...=..~.?.................._.........................HARRISBURG.PENNA.17:27 , Whereas,DO:MENICK NICOLA BURGETTSTO~....................................................................................................................................:.................late of ...............................................................................:............................... in the County of ............................................~~A.~.tg.~.9..r..9..~...................................................Commonwealth of Pennsylvania,having died on the .................................9..t.h.................................................day of ...................P...~.c..~.mb..~.r...........................19.6..9.....,seized and possessed of an estate subject to Inheritance Ta.x under the laws of the Commonwealth of Pennsylvania; Therefore,I,.....................J.Y..........P...........G..HANEX..........................................................,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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurPQus $ JT.HELD PERS... Jt.Bank Acct.#063-17310 held ln the MELLON NATIJNAL BANK &TRUST CO.,BURGETTSTOWN OFFICE, BURGETTSTo\VN ,PA.,in the names of MR.DOMENICK NICOLf\ or MISS THELMA M.NICOLA.Opened 7-29-57.Balance as of date :)f death,$5,713.68 One-half taxable 2,856 84 .'.. .... " -."~~ ,. "r-..'. .'f .'~ ,.,.- ,•..~....., .. " forrn~;v~~hb::::~~Wll<"ll_·CC~~~~·~.~:ra:~~~~E~~~~~;;~~ ppra.ser ............................................:..............................................................~............................................... (:,m~~Street)~.........·.......·..··.........·..··""""""·······.·······....··_·i·p~··o~·....:Yo............................Penna. WASHINGTON County ,!- RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..............................DOMENTCK NTCOLA : . Deceased. Late of ...............................,.a.U.RCE.T.T.STm'lN ,. Date of Death,..:.P..~.~.~m.p..~.:r.9...J .1.9.6..9 . Appraistmellt Docket Vol.,}.~. Page,~.IJ..=..7 No 6..3..~7.0.~.1.O'. Filed in Register's Office,19 . Anwunt of tax due,$. DEPARlMENT OF REVENUE Received, Exa".min~d and Approved,;. .Wrote abo.llt Appra.isement, Appeal !"om Appraisement,. Entered and charged,. >~.~ ;.r:;.r-" ,~".f .''';# t:" J .~~OMMONWEALTH OF PENNSYLVA~~A e&ECflVfb I DEPARTMENT OF REVENUE UNr r J%t u OF j"HARRISBURG DE,./Lfer/Oil .C 2 /S S8 flf'o!JRCC-43 (6-64) ..'.,,"".j NOTE:TO BE SUBMITTED IN TRIPLICATE '.j Pennsylvania Department of Revenue' Bureau of County Collections Financ~Building Harrisburg,Pennsylvania Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,we herewith su~mit the following report:. DECEASED JOINT DEPOSITOR,.".'" . TRUSTEE OR INVESTOR J1Omenlok Nl.oo1a FINANC~:r~~~~~;UTIONS Mellon National J3ank •'Jx-ust Oompan:v Bu:rgettstown.Pa •.19021ADDRESslbl'wa Main &McClul'e Streets. ACCOUNT ~o.OF JOINT OR TRUST DEPOSIT OR INVESTMENT ~()~6~3L..-~1~7Jii1.3~1~O ----,______I NAMES ON ACCOUNT...%'V.OR INVESTMENT Mza.DOIIteniok Nicola 01'Miss '1'helma M.Nicola /..~. ADDRESS 'RD4,Box 224.BUI*gettstown.Pee lio21 DATE OF DEATH 12-9-69·. SURVIVING DEPOSITOR,. BENEFICIJ.RY OR·INVESTOR _'.--=T:;.:h=..:e:..::l~·ma=~M~~;.-=N~l~o:..:o:.!!!!!l~a,-._ .. ADDRESS RD4.Bax 224,.BllrgettstnWD,Pa 1$021 RELATIONSHI P TO DECEDENT -"',;F,...s....t'AOlb....e""-!'---,-_ DA TE ~:~~~;A~~II~HVEE~_TM_E_.N_T_----""&'-=,.j.....I<.>&=7.""".>£..---:--'7'----..,""'J=-----1--J..C.....L<--+f-_V~._ BALANCE AT DATE OF DEATH $_......i~7~1~3=.=6.=..8 _ ....I,.",..j-'I';" ) ......~..........Olm'KUNIUD .~JXTY·'1'WO and 84/100 RECEIVED --..,.---.II!r.::.,......;jl-==--=-,.----..........__-"-------------,-doliarsPayingonInd.rep;esenting p.ennsylvania Inheritance ortflll,)fA M.NICOLA L bFrom:.,...--~-------.---.-.....-i-a-.-Es-t-at-e-T-a-x-d-u_e_f_ro_m_th_e_fo_lI_o_w_in_g_e_s_ta_t_e:I'l'11 RCC·4 (8·68)COMMONWEALTH OF PENNSYLVANIA ,.DEPARTMENT OF REVENUE . NO.A085307 OFFICIAL RECE.IPT •PENNSYLVANIA INHERITANCE AND ESTATE TAX 2%Tax on $$ Jt..DiDk Acct. 02l $2.886.84 $111.41%Tax on 15%Tax on $$ BURGETTSTOWN,'~BNNSYLVAllA 1 ,63-10...10 12.9...69 File No,Dote of Death ---'-'--1 Address·-,-ll_._D_·.,.--#_4_._B_o~__2_24 -----j 8.5'1 111.41 $---------IIlI'. $---------11.11 $--------11'41 $--------1111 %Tax on $__--=-$---------m Estate Tax,Act of May 7,1927 to _ TOTAL TAX CREDIT Less five percentum of tax if paid within three months after dote Qf death Plus interest at the rate of __%from _ r.~."~. ~ ". J "r ,tr ... I ..' ;'.............""", \ ",J I ~ ,.II ~i ,o,If'rn.~~.~~@illu~7 .S,E A L tOTAL AMOUNT PAID $==1=62=.84==1:;1 •NOTE:This TripliC::,e'Receipt 'o"'b~;etai~edJar.a~d.it pu~pos3.8-if(Ii ;a'IIJ'.~....,.~¥~~-•t I'.....f...t:1 t ~'.J /'~~t::- '...._.i l'/'Received by vYd4q::~.Y../z-eez:t;.z NOTE:In accepting _the transfer inherit9pce tax on future estates,prior to the death of the life'l']..(Signature) tenant or tenant for years,·os.e.vj,d.!'Q.ces!.by'thls receipt,it Is understood that the Commonwealth shall /;../.~-..,;(!4'..~\...- not.be precluded or prevented from hereJlter assessing additional Inheritance tax at the death of the IlL/I*~C~~G e::= life tenant or tenant for years whenever it appears that such additional tax may be legally due and'7 if.tl )'~.,t.&- collectible for any reason whatsoever..1'\'I e Nome of Decedent ~------,------------l 'J anuan-6t 1970D,ate-o'f .~aytnent:-.---j DOMENICK NICOLA Remarks: WASHINGTONCo~nt.Y ---''-------j