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Home My WebLink AboutOC1970-0490 - ESTATE OF AVETTAForm RCC-2 DEPARTMENT OF REVENUE ....... BUREAt( OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHCRIT&~CE TAX APPRAISEMENT DATE .... H~Y ..... §.., ... lQ . .79. ............. . COUNTY ... ~~·~·~·~.~~.!. .. ~~ ................... . FILE NO .............. .6.3.-.7.0-4.9.0 ........... . Whereas, ....................................... S..T.~YE. ..... RAD.Z..O. ................................................................ late of ............... AVEL.LA ................................................................... . . \vASHINGTON · · · m the County of ................................................................................................................................. Commonwealth of Pennsylvama, havmg died on the..... . ............................. ..4.t.h. ............................... day of ...................... A.priL ............................ 19 .... 7.0, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .................................. W .. ~ ...... R .. ~ ...... G.HA.N¥.X.. ............................................ , 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. Appraisement Unit Description of Asset Values Made for Inheritance Tax Purposes $ JT. HELD PERS.: Jt. Bank Acct. #1A.?.1 hPld jn t-1-.P MELLON _NATTONll_ BANK, WASHINGTON OFFICE 2 WASHINGTON, PA., in the names of STEVE RADZO -MRS. ANNA AVETTA. Opened 3-26-54. Balance as of date of death. $11.404.50 One-half ta.xable. -5-,-7l'l? ?&:: Jt. Bank Acct. #582577 held in the DOLLAR SAVING I> BANK, XU:lqX PITTSBURGH, PA., in the names of ANNA AVF.'T''T'A n~ .c:: "E:V:E RADZO. Opened 5-10-65. Balance as of date o.f. ..death _$A ,_1 '9 7Q One-half taxable 24089 90 T&TAL 7 792 15 - - -- Gross Value $ 7,792.]5 D & D 2,016.00 Clear Value 5,776.15 WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of STEVE RADZO IWI11'VKXXDX&XX ..... . H.... . . xxxxxA;Dt. . . . . . . Deceased. Late of .AVELLA ................................................... . Date of Death, APRIL 4, 1970 AppraisemeHt Docket Vol. 38 , ······················································ Page, ............................................. No .... J5.~.~7 . .9..~.4.Q.Q ... . Filed in Register's Office, 5-8-19 ?g Amount of tax due, $ .... H······H·····H··························HH·······H········ DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement, Appeal f1'om Appraisement, Entered and charged, ... .,. i - " . ' '/L. ~. ;~(p_o ... COMMONW~ALTH OF PENNSYLVANIA . ( lit, DEPARTMENT OF REVENUE Cou,;,Sf~~~tto _ HARRISBURG 4 CO{t(OF' ··• rtq (O crto~rs RCC-43 (5-65) NOTE: TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S. 4th Street Harrisburg, Pennsylvania 2 ~<fit 'lo Dear Sir: H_ ,(·. t-3,. 71 9'-1.;2.-/d- Pursuant to Section 742, Pennsylvania Inheritance and Es ate Tax Act of 1961, we herewith submit the following report: · /(:) _ 6 -7d NAME OF REPORTING FINANCIAL INSTITUTION __ OO_LLAR_-_·_s...:;;.A;_VIN___::G..:..S_:BANK:::......::..__ _______ _ ADDRESS 340 FOURTH AVENUE, Pn'TSBllRGH, PA. 15230 ACCOUNT NO. OF JOINT, TRUST OR INVESTMENT DEPOSIT_.....,;.,?w8~2.5~7+7------'-------- NAMES ON ACCOUNT OR INVESTMENT STEVE RADID OR ANNA AVE'I'TA DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR __ ST_E_VE_RAD __ ro_· -----------tf ADDRESS. ______ -=BO=· =X-=1=1.L.;3 ''-=A VEI=='=I.A::..~•--.:P:.:A~·--=1=...:5~31=2=---------_, ~ DATEOFDEATH _____ ~~~n~·~L-=4~·--=1~9~70~· -~---------- SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR _ANN_A_AVETT __ A __________ ~- ADDRESS ____________ BO __ X_1_1_3_,_A_VELLA ____ ,_P_A_._1_5_3_12 __ ~~~----~·~r-- RELA TIONSHIP TO DECEDENT~FRIEN~!!.:!D~S~:...-----::~/-· ____ 7_~~----_· _,_ 0 _ DATE DEPOSIT OR INVESTMENT / WAS ESTABLISHED _--.:MA=Y-=1=0.1.., ..:::1~96)~5:.._ __________ _ BALANCE, INCLUDING INTEREST DUE, AT DATE OF DEATH $ __ 4....;.'--:28_2_.2--:0,· ------------.....:. ).!fl.!. /} GB:RR --s \ .l r1· . , ~~;t.fo ~~~ .. cue~ , ; ~ ~ ~ ASSISTANT TREASURER ~~S~ig~n~at~w~e~~~9-~----~T=IT~L=E {.,--/1'1() . ~I I .. ~ •. ~ ... ;,, ~-. -I ' ~ '"'" SNO! t:13l"IO:J .UNfiOJ JO nv::nwa u3AI3:J3U .... - .;· COMMONW~~~:,l~~~~~SY LV AN lA DEPAR'f1fitf4ff':~tt . ~NUE HARRISBUR TtOAt'S .Ann Js 9 _ RCC-43 (5-65) NOTE: TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of Co;;nty Collections 26 S. 4th Street Harrisburg, Pennsylvania Dea~ Sir: 11 AH 'lO April 14, 1970 Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTION E4ellon National E\Mlt nnd Trust Company ADDRESS 40 Gouth t.aain Street t1nsbington, Pa, 15301 ACCOUNT NO. OF JOINT, TRUST OR INVESTMENT DEPOSIT_-!.!.(}=1..;;.;42:::;.;3:::...-__________ _ NAMES ON ACCOUNT OR INVESTMENT Oteve naaso t;trs. Annn Avetta DECEASED JOINT DEPOSITOR, - TRUSTEE OR INVESTOR ---=S~t:::::e~v.:::::.e_:R:.::· n::.::d=z:..=o:.....__~-------- ADDRESS Do:g 113 n.vella, Va. DATEOFDEATH_~~-4~/~4~/~70~------------------------- SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR _ ___a;j;Ann-a!ooit-G.E\:.u:Vuoe;u,twtl!ole _________ _ ADDRESS Oame -====------------------------------------------ RELATIONSHIP TO DECEDENT ____ ..Ji.J?..£.1:'...e.i.s&enu:d~A.-_________ _ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED BALANCE, INCLUDING INTEREST 3/26/5=4=-----·--------- DUE, AT DATE OF DEATH $ __ --=l:..::l.L.,4..:...:0:;,.;4~·-=S.:.O ____ --=-----~& I ~ 1o ~o£~aqer TITLE RCC-134 59) COMMON\i>IL TH OF PENNSYLVANIA DEPART~ENT OF REVENUE ~UREiUOF COUNTY COLLECTIONS INH&RITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMEN-t AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: --=MR=S=-'.'--"-"'ANN=A=-=A VE~TU!.T.::.:.A ___ _ Date: ___ ..oA"fp~.~..r:...i...~ol-"""2"'"2+, _1 .... · n97~Qt.L_ __ BOX 113 A VELLA, PENNSYLVANIA 15312 County ---=W=A=-=S=H=IN:..:.:O:.,::T~O~N~--- County File No·--------=--- Bureau File No. _..:;_~_3_-..:....~_lf_-_..;.;4---!y~d- Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsy Ivan ia 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. BAY-Aect. #1423 held ia the MEti.ON NATIONAl. BANK arad Sav. Acct, #582571 bcald ln tho JlOttAR SAVINGS BANK,- Pittsburgh. in the names of (1) STEVE RADZO ... MRS. ANNA ,\VETT.a r~ (2) ,,\!"'N.\ ~YETTA or STEVE RADZO. Opened (l) .:) ... 26 .... 54 and (2) 5.}0.65, J.:Jal.<lnc~ ~!i c£ d~te o;t_ de:u·b, $13,404 r:o and (?) 4,179 79 appraised by the Commonwealth, as of the date of death, at $ -..W·~· ~~~;;=:!~· ::!!!. =· :.__.:1:;;:..5, $84. 29 so %of this amount is taxable at the rate of _ _..1....,G,___% DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE 0 If you pay the above amount within three (3) months of the date of ~eath of the decedent, or on or before July 4 19 70 you may deduct a discount of 5% of the amount of tax due, or 0 This tax became delinquent, fifteen (15) months after the date of death 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 ORIGINAL ASSESSMENT $ _ __.~..7+-7Ll9:1..,j2M,,...Ll .o.S -- l;lll8.82 mm SS.44 ~ AMENDED ASSESSMENT $ ---'-7 ..... , 7.....:9J.42 ..... i ..... 1 s.,__ 2,016.00 5,776.15 866.42 -----.43....32.-- $ $ -====~86~6~·:::!¢2~· === 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. Mai I or bring it to: \ If you have already paid this tax to an executor, administrator, attorney or other personal representative if the decedent for forwarding to the Commonwealth, list below the date paid, name and address of the person~ whom you made payment, their official title and the amot.i~.t. , · •· · · ~:. ' ~ ; ~ Date Paid Name and Address of Payee Official Title 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: l-You wer~ personally legally re~ponsible 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 r ~ l"'l'M.l\.N r "'* r.ll.l HOI JJS FUNERAL 1 '7A~ nl\ s. lmiTE t S SONS UARitRR ftltA AA -•v•vw . TOTAL $ ~.n1R.nn {attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OF: _______ _ 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 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 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 ; LAW OFFICES JAY W. TROUTMAN WASHINGTON, PA.l5301 Inheritance Tax Office 216 City County Bldg. Pittsburgh, Pa. 15219 WASHINGTON TRUST BUILDING PHONE 222-5720 AREA CODE 412 Oct. 24, 1972 Attention: Mr. Steve Silverman Dear Sir: Form RCC-10 addressed to Anna Avetta, Box 113, Avella, Pennsylvania, was referred to my office for reply. Steve Radzo, a resident of Washington County, Pennsylvania, died on April 4, 1970, and the joint savings account in Dollar Savings Bank, Pittsburgh, No. 582577 held in the names of Steve Radzo or Anna Avetta was properly reported to the Washington County Inheritance Office and the tax paid on May 8, 1970. By reference to the Washington County Office of State Inheritance Tax you can verify this fact and I trust that this will complete the matter. Very truly yours, ~~. ~ !J~~<W'-- Jay W. Troutman JWT:ct J . ' ~ \.,. \