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Home My WebLink AboutOC1970-0215 - ESTATE OF DELLAPINACOMMON~LT-H OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG R C C-43 (5-65) ;-r :>::IV[8 ,"r::~..Uc;:- , r ~J:"'LfC.T:C~IS NOTE:TO BE SUBMITTED IN TRIPLICATE 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 The Union National Bank of PittsbuC9h ADDRESS P.o.Box 837,Pittsburgh,PaM 15230 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT #73-012201-7 (Savings) NAMES ON ACCOUNT OR INVESTMENT Mrs.Jean De11aplna or-- Ronald J.Dellapina DECEASED JOINT DEPOSITOR,~ TRU STE E OR INVESTOR __-IM:LIrus:Lo.~.tu::eLClawnL..-UDil:Se....14l1am,p~iunwa::L.-=-_ ADDRESS_~R~._D;;;;...:..o.....:#:.::..;l=,~B::;.;:u::.::l::.iOgl..::e;,.:=r~,--:;;..P.=.a..:..._.....:1=.;:5::..:0:,.:1::.:9=---_ DATE OF DEATH -.::.J=an:.:.u::.:a=.:r:..i4w",..:1:.!.,--=1.::.9=-~~-+-------- SURVIVING DEPOSITOR,- BENEFIClARY OR INVESTOR _---.;:R;.;,;o::;.:n::;.:a:.:;l:.;:d;....:::.J-=..--:D:::.;e;::,.:l::.;:l::;.:a:Jip:.=i:=.:;n;::a --...._ ADDRESS R.Do #1,Bulger,Pa.15019 ~ Signature ,/TITLEAss1stantCashier RELATIONSHIP TO DECEDENT S_on _ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED ---:.;A:.:;U:.i!9~U:=:S-=t__=1.:..,....:1=.;9:.;6:.;6:..-_ BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $7_9_1_0_92 _ ,3 rS;~~t ' 3.-1 -"(/.;.I r tr y .9,~LD OFFICE It!(6,\,."'4 ~J TO:__RO.......N_A....;;;,L.......D~J_.---...;...DE.......L~LA~PI_N_A._ R.D.#1 BULGER,PENNSYLVANIA OFFICI~,NC-!ICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION Date:__J_A_N_UA_R_Y_2_7~,:-1_9_6..;",.9 _ WASHIUGTONCounty _ County File No.__-:-~- /y-70 -~J0:;:>"Bureau File No.__6:>__/_'_ 15019 RCC-134 18-65) C~M~OrmJEALTH OF PENNSYLVANIA~PARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION We have received notice that,JDIX~~tx1..Y.....y..xXX:u_UXXXXXXXXXXXXY_'tXXXXXXxxxX on January 1 19~,you came into ownership of certain property through ~UJU~~ ~~transfer from MRS.JEAN DELLAPINA,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.SAY.AeeT.#73-012201-7 held in the UNION NATIONAL BANK OF PITTStJURGH,PITTSBURGH,pA.,in the names of MRS.KEAN DELLAPINA or RONALD J.DELLAPINA.Opened 8..1-66.Balance as of date of death t $791.92 apprai sed by the Commonwealth,as of the date of death,at $791.92 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT 395.96$--..;;..;;,...;....;;"..;;"..,;---$--------- AMOUNT OF TAX DUE 23.76 o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Mar.1 19 69 you may deduct a discount of 5%of the amount of tax due,or 1.19 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 ASSESSED BY:-..,,,.£.~....._~K"_<'!:::;.,;__;L;<.-:.::::::;.....,~A.,,;;J;.,';?_,~~;.c...4~.,.<~L=:-""""=~~':"':L--......-__ (Agent for the Commonwealth) TOTAL AMOUNT DUE ,'--V /'A'/J APPRAISED By:J .~/"- {Inheritance Tax Ap iser} $23.76 $==========::- 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: -:''~.,,,'.,~..,.;, a"..."R~1/A4~~i,~"...'L ],-r:{j:.,.;:.intALTIJ (...U..1'IiOuSE WASHIt~l1111N,PENNA.15301 ,:~',,-::;'..;. (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 t.g,.wnolJl 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 pers'onally'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 cli;Jimed and allow those which he determines to be proper.The tax will then be recomputed and y'ou 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 qccount 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 the deced~nt or any other transferee.,..,. Date Paid Name of Payee SCHEDULE OF DEBTS Description of Obligation I .• {attach separate sheet if req'uired} TOTAL $ COMMONWEALTH OF PENNSYl.:VANIJ\} .SS:' COUNTY Of ) I,,hereby certify tha,t th'e,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 BEFOREME 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 $--------co Date of Approval:~_ Registe'r of Wills I Fonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE March 5 1970...................................................7.................................................. .D~PARTMENT OF REVENUE ••'P'"l.",...WASHINGTON..RESIDENT INHERITANCE TAXBUREAUOFCOlJNTYCOLLECTIONS COUNTY ................................................................................................, HARRISBURG,PENNA.171 Z7 APPRAISEMENT FILE NO.............J?~.=..7.Q..::.?1?........._....................... Whereas,...............................J.~AN.....P..~~~.A.P.INA ...........................................................late of .......................................~.y.~Q.~.~............................................... in the County of .........................WA.$..BINQ.1:.9.N......................................................................Commonwealth of Pennsylvania,having died on the ...........................................l.s.t.......................................day of ................J.a.nua.ry................................19.......6.~seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,1V.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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest.. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpo..s $ JT.HELD PERS... Jt.Say.Acct.#73-1D12201-7 held in the UNION NATIONAL BANK OF PITTSBURGH,PITTSBURGH,PAt ,in the names of MRS.JEAN DELLAPINA or RONALD J.DELLAPINA.-- Opened 8-1-66.Balance as of date of death,$791.92 , 395One-half taxable 96 I form~~v~~~hbl:~::l:h~w~..~~~~~~.:~ad;o~e~~~.~...~.~.~~~~~.r~.~.se~;;..~.~...~.~~e 1~..2;~--,...................................................................................................................,...........~........................ Appraiser..................................................::!5P:...............................................~...................... mbeT lUl~eet) .:#.--~J P..····....···..··....·..·..··............·........·········:·r.···..···ip~~t···0iii~~·i··7····"··..·..···~enna. .............WASBJNQ'l'QN....County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of J..~A.N.....P.~J.,~A:p.:rNA ... Deceased. Late of BULGER Date of Death,January T·r ···.l·969 Appraisemci!t Docket Vol.,~H~. Page,No J~..3..~.7.9.~..~.l.5 Filed in Register's OfJice,3.~..S.".J9 .70 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra-isement,. Appeal f1'om Appraisement,. Entered and charged,. . • ~,