Loading...
HomeMy WebLinkAboutOC1970-0387 - ESTATE OF CARRESCIAWASHINGTON.PENNSYDl ANIA 15301 TO:_-=.M=I.=SS=--.;;;;E:;,..;..V.=EL;;;;..;Y:;,..;..N--..;..CA__RRE~_SC_I_A__ 245 BLM STREET OFFICIAL NOTICE OF INHERITANCE TAX APPRA.1SEMENT AND ASSESSMENT OF ASSETS NOT SUB:JECT TO ADMINISTRATION Date:February 20.1910 County WASHINGTON County Fi Ie No.J 3--?J.,-/ Bureau File No.&3-?o -df 7 We have.received notice thgt,~..~.;.~..~~~~~~.~~.~~.~~~~~oo!n~~~.:.;.:.:.-~2~6~-~~19~7~U;,~y;O~Ucame into ownership of certain property through .~.transfer from MRS.ALBERT CARRESCIA.Deceased. RCC-134 (1-69)'f COMM.ONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS ,I INH'ERITANCE TAX DIVISION 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,Acct.114581 held in the PITTSBURGH NATIONAL BANK,WASHINMON OFFICEj;HA'SHlNOTON,PA.,in the name s of MISS EVELYN CARRESCIA or MRS.ALBERT CARRESuIA.Opened 1-10-62.Balance as ofdauofdeUh.$_1~t~7~73~.7~O~_ appraised by the Commonwealth,as of the date of death,at $1,773.'70 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 $_--=:::.8~86~·.:.:::8~5__ AMOUNT OF TAX DUE 53.21 o If you pay the above amount within three (3)months' of the dateif de.~h ~~the de,.~ent,or on or before pr1 ,19 you may deduct a discount of 5%of the amount of tax due,or 2.66 D This tax became delinquent,fifteen (15)months after the date of death and,in addition to the tax,statutory interestat the rate of 6%of the tax per annum is also due as of *_ 19__in the amount of *If the tax is not paid by the above date additional interest iS,due at the rate of 6%per annum until paid (Agent for the Commonwealth) ASSESSED BY:_ 53.21$TOTAL AMOUNT DUE APPRAISED BY:-----fy~~L6~~:;q~/- INSTRUCTIONS TO TAXPAYERS I To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: a ......,.,... .'!'{./AJ.o·~,,~~~~~\t7/t'.,.,'a n ,~ Make checks or money orders payable to: ., f Amount PaidOfficialTitleNameandAddressofPayeeDatePaid If you have already ~aid this tax to an executor~administrator,attor~ey or other personal representative of tpe decedent for forwarding to the Commonwealth,list below the date paid,name and address of the person to wQ.om you made payment,their official title and the amount. 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 personal 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 11/-Y--7o //~#/~~~O ",/,Z .'-4__A ~/~./J A _~.•,""/~r:.9:;-,n / TOTAL $/Ole,y_o 0 (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__. 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 $--------1/ Date of Approval:_ Register of Wills m ,.~,'\,r Fonn RCC-2· COMMONWEALTH OF PENNSYLVANIA DATE April 8,1970...........,........,...........,...................................................•DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ..................~'3.:.~?~.~~?.~...............BU¥AU OF COUNTY COLLECTIONS COUNTY--,."................ APPRAISEMENT FILE NO......................??:.?.9..:'?...?!.................HARRISBURG.PENNA.17127 .............. Whereas,............................~.9........A1P..~rt....Q.g..r..r..~§.9.t..g,...............................................late of ................................~!~.~?~~~.?~.......................................... in the County of ...............................W9.-.§hJp"g:t.9.:t1...............................................................Commonwealth of Pennsylvania,having died on the ....................................2.6....th........................................day of .......................~g,JJJ,1,?::r.y...............................19....79..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,................................j{~B..~.....Q.hsm~.y............................................................,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 de·cedent 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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurposes $ JT.HELD:- Jt.Savings Acctount held in the PITTSBURGH - NATIONAL BAN\'.,~JASHINGTON OFFICE,WASHINGTON PENNSYLVANIA,;n the names of MISS EVELYN CARRESCIA or Mf\S.AIBERT CAltHESCIA.Opened 1-10-62 886 85 '!'nt.-"ll 886 85 ESTATE INSOLVE.NT - ~/.- WAS}IINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of NItS.ALBERT CARRESCIA Deceased. Late of ~vAShINGTON Date of Death,c!.a.P.Y:~y ~.9..,J9.7Q . Appraisemel!t Docket Vol.,. Page,.......................................No.~.?.~'P..9~J..$7 .. Filed in Register's Office,ApI:~:i)"$"197.Q . Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal f"om Appraisement,.. Entered and charged, ~'-" ! p- • ..... COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG RCC-43 (5-65) Jan 29 1970 NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26·S.4th Street Harrisburg,Pennsylvania Dear Sir: RECEIVED BUREAU OF COUNTY COLLECT/D'"it.) ffB 6 4 08 AM '70 J \\..\ 1111..a_I_I_1 __ ~~~./Signature _TITLE PlatfQr.m Aosistant • \. Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING Pittsburgh Na.tional Dank FINANCIAL INSTITUTION ----fr~a-:'~rh*;ai'rilrh-lnt:°:~'t,O_ft_'i_c_e _ ADDRESS \i_sS_t_u_ng_to_._n_P_a_l_5_3_01~__~_ ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT---!S:!.l:aLJL;JT1flEJ'''4...5Il;1,al...·_ NAMES ON ACCOUNT OR INVESTMENT lh_"9£.a:.sl....oEL;I;'vIU:A....l~~~n:Q,;ar~r;.J;;l~Jil:IJ¢;cl,O.::·f~ai.-Jer;;J,l)r~_ DATE OF DEATH --...axxtaJt.A.JUi·~X~QIIIill··......~.t...-_...J'LUt~!.L.ln.....2.;1;;'e....,..j,.:19~?Uo,jO,------- SURVIVING DEPOSITOR, BEN EFICIARY OR INVESTOR _~M1:!!::s~s:....F:!:.4.Nuei:Olo4m~",-¥CJ:41aru.r..s.:la.D.:aa""'''ioo.Cla~_ 245 EJ.nl St ADDRESS ---!t::.::::ia~s~hlll==.·~gt..!l!.:Q;an~P,u-'.....1:..;.z,53.;.u·Q"""'1"----- RELATIONSHIP TO DECEDENT---..:d=a=u=fJ1~.t~er",-·_ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED Jan ),Q 3962 ./ BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $..,J''T,4-<77f-:;3k+,7.p.OI--------------- ./?tj t.;-.5 !,-3;<./,~~6 .~6tJ;. r-tJbr70 . /\4, /