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Home My WebLink AboutOC1970-0322 - ESTATE OF SPINOSARCC-43 (5-65) COMMONWEALTH OF PENNSYLVAN IA DEPARTMENT OF REVENUE "HAR'RISBURG J·J'::l.\ NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsy Ivan ic 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 Pittsburgh National Bfmk ADDRESS 4 W.Pike Street C~~onsbur9.pap 15317 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT_..::S~a~v-=i~ng::i.:s~#U!:2~3:Jt.OJl!.9.lol.8 _ NAMES ON ACCOUNT <- OR INVESTMENT Sam Spinosa or EJio Spi~osa DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR --.....S~61i!1lWl~S'fiilP...i,g.:A:gg.:ss.;e~---------- ,.. ADDRESS~_....:lJ=-,7:.....,..::S~t=r:.:::a=b~a~ne:::..·...:A~v~e~n!:.l::u~e,--~C=::an~o:u.r;.llJl!si!.l!ib~p~lr4;jCJ-I-,_·P....rra...'t"'''-·....:1....l)L.",;3uJo./.·7 _ DATE OF DEATH.:Februarv 7 r 1970 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR _....IEi:I..Ilui.s..oL.-a:llS.J:I.p.a..jDw0u.;S:l.cB:L--_ ADDRESS __-=1:..:.7-=..S..::;tr::.;ab=.::an=e::.....:.:A:.:.v,::::;en~u:::::e=---::C::.:::a~n~o:!.!.n~sb~u~r!:o.::g~.L.....6i?...!<at..a.........'L..t.S0431""'7'--__ Signature .TITLE Assistant Vice President RELATIONSHIP TO DECEDENT_~So.;;.;:n~:---_ DATE DEPOSIT OR INVESTMENT /' WAS ESTABLISHED October'17,1969 BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $.z..::.~:.=-=..:..;:;-_~_~_ f .,13EB1S.IS7a /7 b {":/~,f .P _~71 .~/b ~3lJ £U16·'5~7~70 I;:CANONSBURG,PENNSYLVANIA lS3l? RCC-134 (1-69),..~.,;.;"."\~..COMMONWEALTH OF PENNSYLVANIAD~PARTMENTOF REvi:i-lUe BUREAU OF COUNTY COLLi:ttI6~s .'"INHERITANCE TAX DIVISION• TO:~ELIO SPINOSA·.. •17 STRABANE AVENUE OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOr SUBJECT TO ADMINISTRATION..~\-. Dote:....:.F.....;e....:.b.:...ru.::.;ary~_24.......:....:;:......-1.:...97.:...0 _ Cou nty --:W..:.;"a:.:5;::h;;:.i::.;:ngt2.:..:0:.:.n:..-.-_ Coun ty FiIe No._-,...3~J(",--_..s__1L...----';..5~_ Bureau File No.~3 -.76-d"'<..:L.-' We have received notice that,clXK~~XXXXXXXXXXXXXXXXXXXXX:XXXXXXXXXXXXXXXXXXXXXX on Febrmry 7 19~,you cbme into ownership of certain property through ~~~~~ ~e"r.l'~~U~transfer from,·SAM SPINOSA,d~ceased.:. Urfder the Inheritance and Estate Tax Lows of the Commonwealth of Pennsylvania such transfers are taxable and tte liability for the;payment of the inheritance tax due is imposed upon you,as transferee. t Th"e property on which tax is hereby assessed consists of:Jt.Savings Account #23098,held in the PITTSBlRGH NATIONAL BANK ,CANONSBURG OFFICE,CANONSBURG,PEI~NSYLVANIA.In the names of SM'l.SPINOSA or ELIO SPINOSA.Opened October 17,1969.Balance as of date of death, $1.765.73. appraised by the Commonwealth,as of the dote of death,'at $1,765'.7) 100 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT DATE OF ASSESSMENT TAX~BLE AMOUNT LESS:ALLOWED DEBTS NETiTAXABLE AMOUNT , AMOUNT OF TAX DUE, $_...::l:L,...!..:76~5~.7~3:...-__ 105.94 AMENDED ASSESSMENT /7Z0~73$--/-¥~9~C::O-_Z~d::r--- D If you pay the above amount within three (3}"inonths of the dote of death of the decedent,or ~n or - before May 7 19 70 you may deduct a discount of 5%of the amount of tax due,or _____-r£;..:.'.:.~_ IIiI-----------I~I I II 105.94 $/£01'J :: TOTAL AMOUNT DUE $===================I: APPRAI SED BY:\.,bd~~-+--.,'"c.~~l'-bol+----';"":li=:""'I1:2-~""""ASSESSED BY:-------------- (Agent for the Commonwealth) D This tax become delinquent,fifteen (15)months after the dote of death and,in addition to the tax,.statutory inter~~tot the rate of 6%of the tax per annum is also due as of*_ 19__in the amount of *Irthe tax is not paid by the above dote additional "interest is due at the rate of 6%per annum until paid INSTRUCTIONS TO TAXPAYERStt" Make checks or money orders payable to:T~insure proper credit to your account this Official Notice must accompany your payment.Mai I or bri ng it to: 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·~ate '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 J,.... Amount Paid'.';."'.........:..;,:,:.:.=:.;..:..:....:.-::..:.=-- /..-. Under certain circu.mstances,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 p~operty in the computation of tax due.If any such expenditures meet all of the three following tests,it is recor:nmended 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 handling the administ~ation of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS- Date Paid Naroe of Payee De~ription of Obligation /?Amount Paid ~1 "'n,<Y.--r...../'a .e.d'a .J)~/5/Of) AJ '-f-:"j 1(7.I Jl '::2-JI.A b...Q.---~../~(#'---0 .IlL £'..</'1,.2'~f~7.f/.f~---..../---./J ~c$'~~ ')}J,L IJ D ~7/.A:>-6'/£l..._0#./?~p'-i;j -Jl~U;"'''bU ..=:2-LIY...k'_f:J II /,:f /,<"A.....A ---/-(.A."A_~-'/'h./12 '-7?/~.A ~~..6'b A a o-t;At1 ~~J(~....J2-<.t..::::?-.Y_J ~./"'L~~ (J /' V" I TOTAL $/C/Yt'.cc (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 othe-r person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__. ,,Signature of Taxpayer REPORT OF REGI~TER OF WILLS \, I,the undersigned,duly elected Register of Wills in and fot the above county,do respectfully report that I have allowed deductions listed above in the total amount of $•l' Date of Approval:_ Register of Wills L Fonn RCC-2' DEf\ARTMENT OF REVENUE BUJ.tEAU OF COUNTY COLLECTIONS. HARRISBURG,PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT March 30 1970DATE""""",,""""'"""""""""""""""".L"",.". COUNTY WASHTNGT.ON.~:.".."""."..".. FILE NO."""".~..~.::::..?.~.=..~.~..~" """". Whereas,"..$.AN $.P..fN.9.$A late of "CANONSBURG . in the County of JiASHING.T,ON CommonV\'-ealth of Pennsylvania,having died on the 7..~.~day of r..~.1?~~~.ry 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.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 deeedent 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 Asset Values Mad.for Inheritance Tax Purpoles $ } ! JT.HELD PERS.:- Jt.Save Acct.#23098 held in 'thp PT'l''l':-;H I-(I~H ; I NATIONAL BANK,CANONSBURG OFFICE,CANONSBURG.PA .•in the names of SAM SPINOSA or ELIO SPINOSA.Opened 10-17-69. Balance as of date of death.$1.765.73 Fullv f":tv:t'hlp ,7,;r::;7~, I GROSS VALUE 1,765.73 ID&'D 1.496.60 ICLEARVALUE269.13 1.I, I . I I Having been duly sworn accorgWlhto law,I do hereby certify that the above appraisement is made in con- formity with law on this ............................................................day of .......................N~.~.~.h.........................)t7'~.............................................-19......7Q..........,~.......:?t ........................................................................... Apprai8er I ............................................................................................................................................................. (lfumb<!t'and Street) ..·..·....···..·.···~v.ASHINGTON·.....................................................................,Penna. (Poet OfD"e) ........................J\!ASHING.TQN County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..........................................E3..AM $P.J.NQ.$A.. Deceased. Late of CANONSBURG Date of Death,.··:F.e.bruary 7..,1-970 . Appraisemel!t Docket Vol.,:l8.. 63-70-322Page,No . Mar.30 70FiledinRegister's 0 ffice,.19 . Am..ount of tax due,$. DEPARTMENT OF REVENUE Received, Exa.mined and Approved,. Wrote abo.ut Appra.isement, Appeal f"om Appraisement,. Entered and charged,. --------------- ;,., .. .... ,.'