HomeMy WebLinkAboutOC1970-0020 - ESTATE OF PELLEGRINICounty File No.-,-_
Bureau File No._....;~:=;.._.J_-..:..~_d_-_~__j_
Date:__A-=p:--r_i_1_2_9~.:--;_1_9_6,9 _
County _....;w::.:;:'A.:.::S::.:.;8I=NG.:::.;T::..:O:.:,N:..-_
15342
OFFICIAL NOTICE OF I~H ER!TANCE TAX
APPRAISEMENT AND'ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
HOUSTON,PENNSYLVANIA----
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREJ!U OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
RCC-134 (8-65)
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TO:__E_L_I_ZA_B_B_T_H_S_M_E·,_RD_E_L _
9 JOHNSTON STREET
We have re,ceived notice that,.~
uo~n;d~M;a;r~C~hm2~8;it'.~1~9~69,you came into ownership of certain property through".'
li ~transfer from MARCELLA PELLEGRINI.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 pr~ertl on which tax is hereb>:assessed consists of:Jt.Save Acet.#7894 held in the
PITTsBURGH NATIONAL BANK,CANONSBURG.PA.,in the names .of '~fARCELLA
pELLEGRINI or ELIZABETH Sl'1EltDEL.opened ._lO-.3~~I..Balance as of'd;ate
of death,$1.246.23
appraised by the Commonwealth,as of the date of death,at $1.246.23
50 %of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT .OF TAX DUE
623.12$--------
37.39
D If you pay the above amount within three (3)months
of the date of death of the decedent,or on or
before June 28 19 69 i you may deduct a
discount of 5%of the amount of tax due,or ____lJ~t _
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
37.39 $~
ASSESSED BY:_.......~~==~....;~:....:·~~==·=-_
(Agent for the Commonwealth)(Inheritance Tax Ap iser)
TOTAL AMOUNT DUE $
APPRAISED BY:-...::J/~'_'_'....:.~~l--L:;,&=:.::-=tJ'-=C/.:::=.;;;;~r~==---_
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:To insure proper credit to your account
this Official Notice must accompany
your payment.Mai I or bring it to:
...;l ~t0 Tf(£{_~
COUftT.~
·WasHIL'(tllUI.-..IJ5I8
(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 addres''''S'of'thVe person to whom
you made payment,their official title and the 4!!mount;
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
'4-Z~-b~~peaKman ttuneral
Home Funeral 1,ObO.00
6-12-69 Gayos Monument Co Stone 140.00
4-21 -flq St.Patrick Church }1a s s.Openin,g &'closin~,graVE 180.00
Q??kQ lJ::I~'h U~~~';1-::Il Hnc::n;1-::ll Rill 7 ?O
~~
TOTAL $1,387.20
(attach separate sheet if requ ired)
COMMONWEALTH OF PENNSYLVANIA)
SS:
COUNTY OF:WA3[NGTON )
I,Elizabeth Smerdel hereby certify that the fore9.9in.9 is a i~st .and true statement of
funeral expenses and other debts of the decedent,MarcellaPe11egrlnl ,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 same debts will not be claimed by any other person,for inheritance
tax purposes.
SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF___________19__.
•'1,':
~'..
..".,~•.::.to.
(S)Elizabeth Smerdel
Signature of Taxpayer
REPORT OF REGISTER OF WILLS '.
I,the undersign~d,dufy elected Register of Wills in and for the above county,do respectfully report that I
have allowed deductions l.isted above in the total amount of $"
.'
Date of Approval:_
Register of Wills
COUNTY ~~~.§..~.~.~gT9.~.
FILE NO 6..3..~..7.O'::::..2.0 _..
Funn RCC-2
DEPARTMENT OF REVENUE.,
BUREAU OF COUNTY COLLECTIONS
#'HARRISBURG.PENNA.17 127
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHEttI'i'ANCE TAX
APPRAISEMENT
DATE Jan.7,1970
Whereas,NAR.Q.E.L.L.A P.~.L.L~.GRJ..N.L late of H.o.y.$..TQN .
in the County of ~~~.~.~.!.~g.~g.~Commonwealth of Pennsylvania,having died on
the ...........................................~.~.~.~.....................................day of ...........~~~E.~.~...............................................69 seized and possessed of an estate19............,
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,·..·..·..·_......................",r.·;·,....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 Ufe 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 AppraisementDescriptionofAnetValuesMadeforInheritanceTaxPurpoles
$
JT.HELD PERS.1
Jt.Sav.Acct.#7894 held in the PITTSBURGH
NATIONAL BANK.CANONSBUHG OFFICE.CANONSBURG.PA .•1n
the names of MARCELLA PELLEGRINI or ELIZABETH SNERDEL.
Opened 10-3-61.Balance as of date of death,$1,246.23 ,
One-half taxable 623.12 I
GROSS VALUE $623.12
.'.-D f1 D 1,387.20 "..J ,~.,I,;
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1vASHINGTON Cou'nty
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
..........""..".."HARG.E.LLA PE..L.LEG.RJNl".
Deceased.
Late of
HOUSTON
Date of Death,March 28.1969
Appraisemel!t Docket·Vol.38,.
Page,""""""""""""""""""""""""No.""""-6.J-70._.20"",,
Filed .in Register's Office,""""1."""7.",,,,,,,,,,,,,,,,,,,19,,.7.0
Amount of tax due,$""""""."".""".."..""""".".
DIPARIMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut.Appra-isement,
Appeal f1'om Appraisement,.
Entered and charged,.
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R CC-43 (5-65)
COMMONWEALTH OF,.".REN;o"'!SYlVA~~E '
DEPARTMENT OF REV~UE 8lJRf.'~EiJ
HARRISBURGlJltTr COLt./eFT '.','IONS,
Atli 9 9 zs ~h9
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NOTE:TO BE SUBMITTED IN TRIPlIC'ATE
Pennsylvania Department of Revenue
Bureau of County Collections
26 S.4th Street
Harrisburg,Pennsylvania
Dear Sir:
Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
NAME OF REPORTING
FINANCIAL INSTITUTION pi t'tsbnx:gb biii\tio~611 $imk ,
.....:~~'.•".~'""f to.;)
ADDRESS '4 W,.PiJte S·t..,Canonsburg,.,Pa 15317
ACCOUNT NO.OF JOINT,.....'I
TRUST OR INVESTMENT DEPOSIT_S_~_v_:Ln.....;g.....;s_._J_7 8_9_4 _
NAMES ON ACCOUNT .•.,''""..,.•
OR INVESTMENT 1'1arcella Pellegrini or Elizabeth ',smera.el
'<.'.
DE~~~~~~°ci~~~VE~~~~OR,Marcella P~11eQt'],ni V
ADDRESS 9 d'Ghns,ton St.o,Houst.on,Pe:t.15342
DATE OF DEATH __~lil:::.s,a~r..l:o·c<£:.!h~..4t2>.28-41-'--Cl.a:l~""rl'f)!4..9~1_v""~~_,"":,,-:,_
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR _-.:E;;;.;;l:;.;;i:;.;;z::.::.a:.::b;..=e~·t;::;:h:.-.::;;Sm=e.::;;·r::.;d:::'e~l=--_
~(8)M',ue'\9:@J
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ADDRESS ',9_,J_:o_J_1n:.-:-s_,t._o_n_*_S_t_•..;.,_EO_..·_U_st-.,;..·.·.o_n_..;..."_,P_a-.,;.·.0 1 ---
RELATIONSHIP TO DECEDENT Granddaught.er
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED Oct :3,:).961
BALANCE,INCLUDING INTEREST '
DUE,AT DATE OF DEATH $_--:'$=1;.;;;2=46.=-·.=.2=3~~--,-_
~'J-~'1~1 ,l'itt$bciu:gh~~
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