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HomeMy WebLinkAboutOC1970-0184 - ESTATE OF DAY.. RCC-103 (2-64) .cOMMONWEALTH OF PENNSYLVANIA DEPARTMEIH OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS COUNTY OF_---IW....A....S.....HCL.T~N~G~T4_0""N~-- / This return must be completed In detail and filed in duplicate,with the Register of Wills in the County where the decedent resided within one year after date of death,unless an extension is granted by the Secretary of Revenue. 1121 LILAC AVE.,MONONGAHELA(Address)Misc. being duly sworn according to law,deposes and says that he is the Will Admn.No.19__I,_-=L=E=D=A~F2RA~S~C~0~N~T~D=A!!.-"'!Y,--of (Name) INFORMA"-PNH:-T--------(Exec.,Adm.,Cegatee,etc.) of the estate of _--,A=T=T=I=L=I..=:O-=D=A~Y,---Iate of _-I.:MA.!lO~N~O.u.N~Gu.A:...HE~LA~=----:----,-_ (City,Borough,or Township) deceased,and that the whole of the estafe of s(lid decedent,who died on J~alCLLnuJ....Ja:u"rv*--:-I6'4-,--.ll~9::J-+7-'oO~-------- (Irate) consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma'rket value of the assets and no Pennsylvania Transfer Inheritance Tax is due. Estimated Market Value ype of Asset: Real Estate,Pors. Property,Jointly" Held Prop.or Transfers ASSETS (Attach additional sheets if necessary) Description of Asset (Title) Department Valuation CAUTION (Do not wrUe in this space) One-sixth {1/6}interest in all those cert in piec:s of land situate ~n Carroll Township,V·~--Was~1ngton County,Pennsylvania,known and dA~~k~o.~ des1gnated as lots #16 &17 in Frye PlaP9.f IT 1 Lots.Erected on same a two (2)story c'ehie t )4w:r ~..4/1..,' block building.Deed Book 518,Page 704./-850.00 u'/~~ 63 Chev.Coupe /\.::~@I W-::t-"225.00 f:Jr(N "'1l§VJ"Io'l.'7t ~,{,'i ~ fl.--o.~ ~. TOTALS 1 075.00 Amount Approved by Register Amount Claimed DEBTS AND DEDUCTIONS Nature of ClaimNameofPayee REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointee Inheritance Tax Appraiser in and for the above County do appraised the real and personal property as reported in the foregoing schedule at the v lu the last colu n the right. Dated: L.M.FRYE FUNERAL HOME Funeral Expenses 1,300.00 Family Exemption 1,000.00 TOTALS 2,300.00 REPORT OF THE 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 in the amounts set forth in the above schedule as claimed,excep re I have set forth a greater or lesser amount in the last column to the right,which greater or lesser amount represents t e,sum 1I0wed as a dedu~ D.teolAPpmv.",~~.;t~1[761 ~ ~ "Will ) Admin,is.t,ration No.Year__ .\Jj,i"',1,\'";.IN THE ... MAtTER OF--THE APPRAISEMENT',,-,-\l.•.';, ~, ,.I .-:'::I ,OF THE' .....,.,-..1 .<" •'/C'\<.;f;STATE OF • I '( ;,:I '<','If...'iTTILIO nAY ,', Deceased Late of MONONGAHELA l: County of WASHINGTON f.;.,,.. .;. Commonwealth of Pennsylvania REPORT AND APPRAISAL - -, 4' f' RCC-43 (5-65) COMMONWEALTH OF PENNSYLVANI~OU [/~'f/f/Vf.' DEPARTMENT OF REVENUE 1;1/'"('4U ~I) HARRISBl:JRG JA)l.-OLLt!; I;'0 '1 IOIyS Janu.ary 23,1970 40 P#7u NOTE:TO BE SUBMITTED IN TRIPLICATE . J Pennsylvania Deportment 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 ~ubmit the following report: NAME OF REPORTING FINANCIAL INSTITUTION Westem Penna.Natt 1.Bank ADDRESS Fourth &Main St.,Monongahela,Pa.1$063 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT Savings Account 135815 NAMES ON ACCOUNT--l'lti\V\J(tl. OR INV ESTMENT~!t!!lI!4J--wJiItoJ--l--"oIoA.Q....w.&I~~~oI..Uo;ll..,l,l,lj~~~;a.a...+.-WllH-""- ~.~ Len Ko DECEASED JOINT DEPOmOR,:--\T.i'\~. TRUSTEE OR INVESTOR..;;:A;.;;.;t1=l1=o,:;-.,-=D.;;lIay~~o\,o'"L-~_ ADDRESS 1121 Lilac Ave.Hagerty Plan.Mon~gahe1a.ea.lS06l DATE OF DEATH M Januan 6,1970, SURVIVING DEPOSITOR,..~.~'~ BENEFIQ~Bj OR ~~!~~RM&r7_Dq or IraDq or Livia.lues!or Leni'lO'n 0..'n(~Anna D~". ADDRESS . .".I I''''-- RELATIONSHIP TO DECEDEN:rJ,~,'~A5 ~t~-kl ~ DATE DEPOSIT OR INVESTME . " WAS ESTABLISHED 4...4...68 f9..3tj?(,% BALANCE,INCLUDING IN rER .o.f~ DUE,AT DATE OF DEAT dl..'1,(·7i),80 JANJ81Sl0 A ·f73f @/-i't4J-t \,///:l'i 9/..~~.Y'?~.J-1~\AA ~.i,J)•.Signature TITLE /7//\"/~,y~,~~1-(-1~,/~ {-''rff 'H;3 f ,:)t.-(J3A-"(~_...~. ~'f ~.Ar'\....:~ \~"-~I~./' RCC-134 (8-65) COMMONWEApH OF PENNSYLVANIA PEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJ,ECT TO ADMINISTRATION. TO:MARY DAY c/o LENA KON Date:_----.:F=..;'=b=r:..::u=a:.:n'..-L.-..:.5.Lt~1::..::9~7:..::0=---__ County __W_A_SH_·_IN_O_T_O_N _ .R.D~,2.BOX 14 MONONGAHELA,PENNSYLVANIA 15063 County File No._ Bureau File No._ AMENDED ASSESSMENT $-------- We have received notice that,_XXX~~*••:xxxxxx on January 6 19~you came into ownership of certain property through r~*fC;X",*,D~ wum~transfer from ATILIO DAY,Deceased. .Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. The property on wh ich tax is hereby ass.essed consists of:Jt t Say.Acct.13581$held in the WESTERN PENNSVI,YANIA NATIONAL BANK,MONONGAHELA OFFICE,MONONGAHElA,PA.,in ..the ·names of MARY DAY or IRA DAY or ATU,IO DAY or I,IYIA ZUESI or LENA ION or EMMALENA DAY or ANRA D1SORA.Opened 4·4-68.Balance as of date of death, $4,174.38 appraised by the Commonwealth,as of the date of death,at $4.174.38 1/7 i of this amount is taxable at the rate of 6 &1_ ,ORIGINAL ASSESSMENT DATE OF ASSESSMENT 1/7 of 4,174.38=596.34 TAXABLE AMOUNT 1/6 of 59:.:~99.39 $99.39 LESS:ALLOWED DEBTS NET TAXABLE AMOUNT ASSESSED BY:_ (Agent for the Commonwealth) AMOUNT OF TAX DUE ~If you pay the above amount within three (3)months of the date of death of the decedent,or on or before --hr.6 19 70 you may deduct a discount of '3%of the amount of tax due,or o 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 TOTAL AMOUNT DUE APPRAISED BY:~~~d-.:....,.L::~~~~- $ 5.96 .30-- ---------- 5.96 $=================_. INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: (over) To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: t.-,.• .....~.~~1 ,::J':'!~!(:..N·-r\:'1:-211 If you have already paid this tax to an executor,administrator,attorney or other persona!representative of the decedent for forwarding to the Commonwealth,list below the date paid,name and address of the person to whom ybu made payment,their official title and the amount.•'. 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 re-ceive 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 ;C!f such payment,if required,and •(1 " 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 eS'ate 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) COUNTY OF:_ SS: I,hereby certify that the foregoing is a just ard 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 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 $--------lI Date of Approval:_ Register ::>f Wi lis If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,list below the date paid,name and address of the person to whom you made payment,their official title and the amount.•'" Date Paid Name and Address of Payee'•Official Title Amount Paid ,. Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expended ~y you m.ay qualify as deductions against the gross value of the property in the computation of tax due.If any suH expenditures meet all of the three following tests,it is recommended that you itemize the payments below, execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow those which he determines to be proper.The tax wi II then be recomputed and you wi II receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: ....1 1 -You were personally legally responsible for these debts,and 2-You actually paid these debts out of the account or property describeCl above and can furnish proof I :.of such payment,if required,and 3 -These same debts are not also claimed,for tax purposes,by an executor,administrotor or other person,al representative of the decedent handling the administration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid TOTAL·$ (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 same debts will not be claimed by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__. REPORT OF REGISTER OF WILLS Signature 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 $• Date of Approval:_ Register of Wills MONO~AHELA.PENNSYLVANIA 15063 RCC-134 (8-65) COMMONWEAl-TH OF PENNSYLVANIA tLE,PARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION ; TO:LIVIA ZUESI clo LENAKON R.B.Ii It Box 14 OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION,.. Date:__---::F':.::!e~b~r1~ta~ry~~S:..lL,--,1e.:9~7~O~_WASHINGTONCounty _ County File No._ Bureau File No._ We have received notice that,_)(JtX:'X~ on Jan.6,19---10 you came into ownership of certain property through ..:xzt~ ~tra.nsfer from ATILIO DAY.Dee~a$ed. 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.Sav.Acct.13SeI5 held in the WBBTERNPENNSYLVANIA NATIONAL BANK"MONONGAHELA OFFICE.MONONGAHELA"P1 ..in the names of MARY DAY or IRA DAY or ATILIO DAY or LIVIA ZUBSI or LENA KON or EMMALENA DAY or ANNA DiSORA.Opened 4..4.68.Bal.as of date of death,$~,174.38 DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT appraised by the Commonwealth,as of the date of death,at $_--.,;4;..J1."-=1::..;:1....;4:..::,.:..::3:..::8~_­ 1/7 %of this amount is taxable at the rate of 15 % 1/7 of 4,114.38'".596.34 ORIGINAL ASSESSMENT 1/6 01 596.34 =$99.39 ,$99.39 AMENDED ASSESSMENT $--------- ASSESSED BY:---:'_ (Agent for the Commonwealth) 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 A»r.6 ,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 TOTAL AMOUNT DUE APPRAISED BY:.Y ~,..- (Inheritance Tax $ 14.91 .7" 14.91 $==============- INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: (over) To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: ~Giil~T FOR THE COr.7R10NWEALTH COURT HOUSE WASHINGTON,PENNA.16301 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 whom you made payment,their official title and the amount.•..... 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 ~y 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 wi II then be recomputed and you wi II 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 i ..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) 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 same debts will not be claimed by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__. REPORT OF REGISTER OF WILLS Signature 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 $--------11 Date of Approval:_ Register of Wi lis OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION.,. RCC-134 (8-65) COMMONWEALTH OF PENNSYLVANIA Q6PARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION TO:_--'!LE!!!::,~N=A--,!K=O~N~,_ R.D.Ii 2.BOX 14 MONONGAHELA,PENNSYLT1ANIA 15063 Date:--F~eeJ"hlr~tl:M.Hry"""l---§STt-':1~9!J!1J49}--- County __W.!I.',DA.!lIIl.S....HI..,NUlG!l!..lTL:lOuN~_ County File No._ Bure·au File No._ We have received notice that,,~~~~~'~'~~~~~~~~~~~~~~~~~~~~~~~-o,nn~,',,'"1197-?6-'~,rou,came Into owners ,IP 0 certain property t roug ,'~Iac!tx transfer from ATILIO DAY,Decoase • Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable cind 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 ~Sav,'cet ~#358]5 beld in the WEST810l PENNSYLVANIA NATIONAl.BA'NK.MONONGAHELA 01nOE,MONONGAHELA,n:"in the names Of MARY DAY or IRA DAY or ATILIO DAY or LIVIA ZUESI or LENA I<ON or BMMALENA BAtor ANNA'DisORA.Opened 4...4.68.Bal.as of date of death.'U¥t'*Jj j4,174.38, appraised by the Commonwealth,as of the date of death,at $4,114 ~38 UL%of this amount is taxable at the rate of 15 % 1/7 of 4.174.382;;1 596.34 ORIGINAL ASSESSMENT DATE OF ASSESSMENT 1/6 of 596.34 =99.39 TAXABLE AMOUNT $99;39 LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMENDED ASSESSMENT $--------- 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 't.·6 '19 70 you may deduct a discount 0 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 TOTAL AMOUNT DUE $ 14.91 _____J4 _ 14.91 $-=======- ASSESSED BY:_ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: (over) To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forward ing to the Commonwealth,Iist below the date paid,name and address of the person to whom you made payment,their official title and the amount.•..... Date Paid Name and Address of Payee Official Title Amount Paid Under certain circumstances,if,after the date of death of the decedent,you personaily 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 su'ch 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 on amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 -You were personally legally responsible for these debts,and "r 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 some debts are not also claimed,for tax purposes,by on executor,administrator or other person,al representative of the deced,ent handling the administration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Dote Paid Name of Payee Description of Obligation Amount Paid TOTAL $ (attach separate sheet if required) 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 wh ich 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,for 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 Wills RCC·134 (8-65) COMMONWEALTH OF PENNSYLVANIA DEPARtMENT OF REVENUE-BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION ....'t ,'"iiiiiiiiiiiiiiiii!".iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii;l;;;;;;;;iiiiiiiiiiiiiiiiiiiiiiiiiiii;;;;;;;;;;ii;;;;;;iiiiiiii;;;;i;;;;;;iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii;;!;;;;;;iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiJ TO:_---=E=:;Jt;:-:fA:;=:;:LE!"5·~N?i'-A--=D:=.;lA::::Y~_ C/O LENA ION R.B.I 2,BOX 14 Date:----,.,~.~b~r~"ilia~J1I~.~-:lSho,r-::ll"'9q.7uO-- County _----:w::.:.::A:..::S:::.H=I~N:..=G~T..::.ON~_ MONO~';AHELA!PENNSYf.,vANIA '1,5063 County File No._ Bureau File No._ ~e have received notice that,~~~~~~~~~~~~~~~~~~~~~~~~~~~~-~~.~~.19-:-7()rou came into owners ip 0 certam property roug , _tI'ansfer from ATILIO DAY,'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.Sav.Aoct.#35815 held ill the WESTERN PEmISYlrVANIA NATIONAL BANK.MONONGAHELA OFFICE,M01'lOMGAHELA,PA.,'io the Ilames ot.MARY DAY or IRA DAter ATILIO DAY or LIVIA ZUESI or LENA KON or BN)fALENA DAY Or ANNA DiSORA.Opened 4.4-68.Bal.as of date of death. $4,174,38 $--------- AMENDED ASSESSMENT $__----"9Ui!9~t...r.,391iL.-_ DATE OF ASSESSMENT t~~ TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOU~T appraised by the Commonwealth,as of the date of death,at $_---34:+.....1.L7.!14~•.oJ3'_'JSi..-__ 1/7 %of this amount is taxable at the rate of '15 % ORIGINAL ASSESSMENTot4,174.38==596.34 of 596.34 ~99.3g AMOUNT OF TAX DUE 14 ..91 D If you pay the above amount within three {3}months of the date of death of the decedent,or on or before Apr.6 19 70,you may deduct a discount of 5%of the amount of tax due,or - ---_':"1"""14--- 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 TOTAL AMOUNT DUE 14.91 $-============- APPRAISED BY:~~:!:.....-.Li-~"£"~~~-ASSESSED BY:_ {Agent for the Commonwealth} INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: {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 paid,name and address of the person to whom you made payment,their official title and the amount.'-_ 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, e'xecute 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.••f' , ..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 handling the administration of the general estate of thedeced~nt or any other transferee.. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid TOTAL $ (attach separate sheet if requ ired) 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 same debts will not be claimed by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__. REPORT OF REGISTER OF WILLS Signature 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 Date:Febru~ry 5,19'/0 County WASHINGTON County File No._ Bureau File No._ R.D.#2,Bul 14 MJ,)NONGAJ.;EJ,A,PRNNSYISANTA 15063 RCC-134 (8-65) COMMONWEALTH OF PENNSYLVANIA DEPARtMENT OF REVENUE BURtAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION __iiiiiiii-=-iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii~iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii;;;i';;l;;;'iii·;;;o;;;i;;iii~iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii;;;;;;!;;;;iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii. "TO:_---"lAIUo'N~NIOA_nl&Lo:i~S.uoOu.:Rt.IllIA"------- c/O LENA.KON ~e have received notice that,a~~~~f~t~~~~~~~~~~~~~~~~~~~~~~~-on Jan.6 19'1O-,y.~u came into owners ip 0 certain property t roug transfer from ATILIO DAY.Dec~ased. 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. AMENDED ASSESSMENT $--------- The property on which tax is hereby assessed consists of:JT.SA'..ACe!.If 35815 held in the WES3'EaN PEmtSllaVANIA NATIONAL HANft,.MONGNGAlmtA OFFICI ~MBN6N6AHELA,PA.,·lu· the names of MARY DU or IRA DAY or AXILIO DAY or LIVL\ZWSI eF LlNA KON ttr BMMALENA DAY or ANNA DiSORA.Opt,ned 4....4...68.Bal.as otdate 01 un death• .$4;174.38 appraised by the Commonwealth,as of the date of death,at $4,174.38 1 IV %of this amount is taxable at the rate of 15 %.r 1/1 of 4 .174.38 ==596.340RIGINAL ASSESSMENT DATE OF ASSESSMENT 1/6 of 596.34=99.39 TAXABLE AMOUNT $99.39 LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE 14.d~1 D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before !~Poi G 19 1G you may deduct a discount of 5 0 of the amount of tax due,or - - ----;-"14--- 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 ASSESSED BY:_ *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid TOTAL AMOUNT DUE APPR AI SED BY:---"."c...--.L~~=:"":"--"7"1'-- $$===============- (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper cred it to your account this Official Notice must accompany your payment.Mail or bring it to: (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 paid,name and address of the person to whom you made payment,their official title and the amount.' 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 ~aid 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 c'an 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 requ ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY O~_ 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 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 I •RCC-8\(2-64) \ CO.MMONWEALTH OF PENNSYL VAN IA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEA•• U".R T9 NOTICE OF FILING OF APPRAISEMENT LEnA FRASCON!DAY Infornant j In Re:Est ate of A_T....:t:.-IL_IO..:...-D_A_Y _ _____W_,IiS_c..:.;ll..:.;IN_G_TON:..:.;...County _FileNo.6J.7Q,.184 Dear MiS8 Day~ You are hereby notified that the original appraisement in the estate of Att1110 Day has been filed in the office of the Register of Wills qf Washington County on Fchrua£1 20 ,19~.Said appraisement reflects the following valuations: Real Estate _-'-.:::.85,O;:.;:.:.::OO~_ Personal Property ~2~2~5~.~OO~__ Transfers --;---,.=-...:=-_ Total -=1.&.10..;..7"-'5:;..-:..0-'-°=----- As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate t of six (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date __-::...,.=e.:::;br=-U!U'=:...ly:..........::20::.::.oI;:.-:l~97...l...,;:;.O _Signed ~~"":--~~:JLU'4-Q..;:;.·~X~R Titie WRoO CHANEY ISm DATE OF DEATH $January 6,1970 ESTATE INSOLVENT Note:This is not a bill. RCC-39 (5-68l COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of DAY,ATTILIO (Last Name)(First Name) DATE OF DEATH oi:;.ij6-70 FILE NO.63-70-184 (Initial) REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B","e",and "E". Dated:__---"'02=.--.::2=0:.....-...L7..;::.0 _ 01-06-70 REPORT OF THE REGISTER OF WILLS REGISTER OF WILLS Dated:--=c02::::-.;-2::::,.0-::;..·.....7...;:0'--_ I,the undersigned duly elected Register of Wills in and for Washington County,Pennsylvania,do respect- fully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F",which ter or lesser amount represents the sum allowed as a deduction. ____----Il- 850 00 22'5 00 1,075 00 2,300 00 te Insolventta $8')U W 221)00 1.075 00 2.300 00 Es VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$-------+-- INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint -Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or FOR USE OF REGISTER ONLY Tax on $------------1--2% Tax on $@ Tax on $5% Tax on $10% Tax on $15% Exemptions * Total Estate -4-__ TOTAL TAX COMPUTATION OF TAX $-------1--- $---------4-- $---------4-- $-------1--- $-------+-- $L...-_ (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death :::::::::::::t=== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from_____to $--------' AMOUNT OF ESTATE TAX ASSESSED $----~I- Estate tax paid $......Jl- BALANCE DUE $------__~~ Add interest at rate of 6%from t= ------Ito-----$--------l. TOTAL TAX BALANCE $------l PAID $-1 FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsequent adjustments are made to the above computation of tax by the Register of Wills,for proper reason, same should be noted below,with short explanation. Will Administration !No. IN THE year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF ATTILIO DAY ...... Deceased Late of . County of MONONGA HELA ,,WASH.INGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ;' '" Fonn RCC-2 D£PARTMENT OF REVENUE tlUREAU OF COUNTY COLLECTIONS HARRISB'VRG.PENNA.17127 •COMMONWEALTH OF PENNSYLVANIA,, RESIDENT INHERITANCE TAX APPRAISEMENT DATE ,,,,,.,,,,,,f..~p..r.~~r.y,,,,?Q,,,,,,,.J.::.9..79,...,,.,,.,,. _COUNTY ".""''',....",W.?-,:?,ffi,gg~g.I}",.."'''''"."..,,,.,,.,,,..,., t,II-.... FILE NO.""""",,,,,..,??,,::::?.9.,:,~,?.~,,,,,,..,..........,, Whereas.,",,.."..,..,..A.tt.il.iQ.."o'9.-y..,",,.."..""..,,.."'..",',,'..,,,late of "",..",.,,".":,..~~.l1;?.l1;g~,tI.~,~~,",..,,..,","..,,,..,,. in the County of ..""""""""...w.~,ehi.n,g:t.9.D.,..,,",..,,..,,.."""..,Commonwealth of Pennsylvania.having died on the "',,,,,~~~,day of"..,,,,..,,!l..~m¥.i.:r.,y ,19 7.9..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I..."W.~.:R,~G.b.~D.~lL "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 Allot ValuOl Made for Inharltance Tax Purpoles $ REALTY: One-sixth interest in all those certain nieces of land situate in Carroll Twp.,Washington County,Pennsylvania, known and aesignated as Lots #16,17 in Frye Plan of Erected story cement block building.••<Lots.on sameda two 850 00 PERSONALTY : 1963 (.;hev.Coupe.225 00 TotAl 1.075 00 ESTATE;INSOLVENT fonn~;:~hbl:~::~~W~~'d~~~~:~a~o~~~~~~~:~~~7=~~~~~$~ ~.~;;z A alser..,·..·......·······....·2·....·..·'7.·....·'..,..,..,..··....,·..··..·..,..,.........,"'..........,........'..,.......'.....'...~~.····:a-.~·.(~-:::;')..................................Penna. WASHINGTON County L __ RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ATTILIO DAY Deceased. Late of 1-10NONGAHI1.A Date of Death,~.C!,P..1:l:~.r.y..q.,..J.97.Q . Appraisellu!I!t Docket V 01.,~""rt..~v... Page,~No..~.?:.7~:I.-.§4 . Filed in Register's Office,f.E:lP.D1:~:r..y ?.919.7.Q.. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal j,.om Appraisement,. Entered and ch{Jrged,. • J• • Funn RCC-2 DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT Feb.24 1970 j 1DATE.1 1 COUNTY ~~.~~..~.~.~!.~.~1 FILE NO•............6.3.:~..7.9.~.1.8.4._. ATILIO DAY MONONGAHELAWhereas..late of . in the County of JiA..S.HINQ.T.Q.N Commonwealth of Pennsylvania.having died on the 9.:tP day of J..~.l.l.~~TY 19 7.9.seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I,~.~~.~~.~~.~.~~,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 AppraisementDescriptionofAnetValuesMadeforInheritanceTaxPurpoaes $ JT.HELD PERS.: Jt.Sav.Acct.#35815 held in the WESTERN PENNSYLVANIA NATIONAL BANK,MONONGAHELA OFFICE,MONONGA ELA, PA.,in the names of MARY DAY or IRA DAY or ATILIO DAY r LIVIA ZUESI or LENA KON or EMMALENA DAY or ANNA DiSORA.I 1 Opened 4-4-68.Balance as of date of death,$4,174.38. One-seventh taxable 596 34 I II i ! i .,I I /, I i form~~V~~hbl:~::rh~w~..~.~~~~.•~:;~e~~~.~...~.~~~~~~....~~~.::~;~.~~:.:.~.~~n ..J.?~Q ·..·..,..·....·..·....,,··..··....···..·..·····..···..····~..···17 .......................,.,..:.tf7"'................;............., Apprauler·············....·,',·".."7.."'......,·"7s,····,······,··..·..·................,.........,..,.....,...",."..,.,................................. \..""'"oJ _~(Number ~tr~t)····.······..~·........,·..······..·""··.."·"·?~~t..·ojjj~~i·.."",."""........................,...,.Penna. WASHINGTON County ,,""'1 RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ATILIO DAY Deceased. Late of MONONGAHELA······..·..········..······..· Date of Death,J..~.n.~§.J J.~.7..Q . Appraisemel!t Docket Vol.,~..f3..... Page,No 6.3.~.7..0.~.18.4 Filed in Register's Office,~.:.?~.=.?.~~. Anwunl of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo,ut Appra.isement,.. Appeal f1'om Appraisement,. Entered and charged,. ;j.