HomeMy WebLinkAboutOC1970-0789 - ESTATE OF PALADATE Aqgq.$..t.l.:.4..,+...~.7.9..
COUNTY W~.~.h.!..P:g.t..Q.P.:.
FILE NO §.~.~.?..Q.:..7..~.~.
COMMONWE~,.LTH ~OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRABEMENT
•
Fonn RCC-2
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127
,:
Whereas,ROS.E PALA late of J~~~~~.g~.~.~J~.
in the County of Washing.t.o.n Commonwealth of Pennsylvania,having died on
the Q th.day of }.~~.~19 ?.~,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,W R.Chan.ey ,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
I
Description of Asset Values Made for Inheritance
Tax Purpous I
;
$
JT.HELD:
Tfo T·-.-Rnrli.:t JJ1 '71 QS:n fJ (2)CheckinQ'At"t"nn",t
held in tie WESTERN PENNSYlVANTA.NAT TmJAT BANK
MONONGAHELA otf II'Il:Il~MlJN llNI~l\HF,T.A.PA Tn folu:lIl
names of ROSA PALA or RERnARnrn PAT.A ".3-(1)4-3-67 and (2)7-7-50.Balance as of date
I
nof ~AA1"h (1 ,¢.,nnn nn (?'\1 ?t;1\QA (!taxable)1.130 47,.,
.....)
.J
,
t ,
~'i .,
q I -1
;',J :..t '.).-
\.-
c:....~.,.
"r..,-..-,..,.;......._.
"..
Total 1 130 .47...
~~...
t
fonnft;V~%bl~::::b:,w'>l"a/~~w.~:;o~e~e-"~~'~~~~":~§7:":i?~C'
AppraIser
~·····Z·····..·················..·..··..··················......................................................(Nu and Street)
/............................~~.4.....·....:t Office)....................................,Penna,
..XM~W~~]:lJll,gtQJl,County
...,
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
ROSE PALA
Deceased.
Late of
...~
~,.
...,
.'
.)...
.'.,
-:>
.
:'
;:
.)
",'
.~--
i/
,*
,Juno lOt 1910
NOTE:TO BE SUBMITTED IN TRIPLICATE
,.'..
RCC-43 (4-69)
,<
COMMONWEAL.:TH (1=,PENNSYLVANIA
DEPARTMENT OF REVENUE
•HARRI~BURG
J
TITLE
Pennsylvania Department of Revenue
Bureau of County Collections
26 S.4th Street
Harrisburg,Pennsylvania
Dear Sir:
Pursuant to Section 742,PennsylvJnia Inheritance and Estate Tax Act of 1961,
we herewith submit the followi.ng report:
NAME OF REPORTING
FINANCIAL INSTITUTION~,,&tora,Pes::!a.~Jettl n,;:;~~
ADDRESS ~ftS J'I:!'I'~blgt.,t1==:"a~a.Pa.lS00J
ACCOUNT NO.OF JOINT,...'
TRUST OR INVESTMENT DEPOSIT---:::.(~~=,:z...':wPmx1a.i':LoI._t.....,.'lI\,j:I·98~l..._
NAMES ON ACCOUNT
OR INVESTMENT Rcua 'Gola Ol\"1lmraltdlnO rala
DE~~~~~~~°ci~~~VE~~~~OR'ROsaUU Pala ,/
00
ADDRESSANDCOUNTY :l108 ,ftttbAft_.Mcm~.el.t 'A;1~3
DATE OF DEATH _lli::::.;t'ut=',",:...;6:::1..~19~70~'~---__
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR_Do_r_',~_,_......;',~P__U1a.;.:..',_
RELATIONSHIP TO DECEDENT__--:i.,;l$milWL..-_
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED ---..A9rl=..::'=1_3...,.....1=..tUr=z..''.Jt:;r/_
BALANCE,INCLUDING INTEREST /1 /
DUE,AT DATE OF DEATH $_l,~OOO_._.~OO ~//~---___"-~__~J;a~
Signaturl'
t1G.t1cn,er,Vko Pnstdent.
RCC-43 (4-69)
!;.•
,
"
,...i",
COMMONWEAl.;TH OF PENHSYLVANIA
DEPARTMENT 6'F REvENUE BRECE/VEO
HARRISBURG COUNT~~gAU OF
LLfCTtONS
_uae lO,~10 JUN /6 433 PH '70
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 Inl-eritance and Estate Tax Act of 1961,
we herewith submit the lollowing report:
NAME OF REPORTING \rootem Penna.ffat'l Bank
FINANCIAL INSTITUTION --'-_
ADDRESS Fourth &!fain St.,Mon~ea~1a,.Fa.15063
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT Obecklns:account .0h2 J9S 707
NAMES ON ACCOUNz:ToSQ PQ1a or Berardino Pala
OR INVESTMENT ------
.c1~063
DECEASED JOINT DEPOSITOR'Bosa Pole.\~TRUSTEE OR INVESTOR ~L_:__
~~gRCE60NTY 1208 PUth Ave••mon:maehelo,.i'o.
DATE OF DEATH Ju.ne 6,1970----:;.-----------'--------SURVIVING DEPOSITOR,........
BENEFICIARY OR INVESTOR _B_G~_._'__o_~_e_1a _+_------_
ADDRESS 1212 Fourth St••Monong8bo1a,fa.1$06)
RELATIONSHIP TO DECEDENT__Son_._
DATE DEPOSIT OR INVESTl.'f~~b
WAS ESTABLISHED =----==""",--------------
BALANCE,I.NCLUDING IN~9l>(thia -..14 118 of 605-10)DUE,AT DATE OF DEATH $'.~~_~;,--_
~3u.til //t ;;;/ '
31 f 3~G 6 Signature TITLE
f ---t.-70 !f r '''Mager,Vlee Presldont
Date:__--'~LlhLIJinl.i.!eE.'.....2""3.z.,·f-;~;1.:...9...1L.lQw.._
WASHINGTONCounty--_----
""-.,.
OFFiCiAL NOTICE OF INHERITANCE TAX
~,"~PPRAISEMENT AhlD ASSESSMENT O,F
ASSETS NOT SUBJECT TO ADMINISTRATION
MONONGAHELA't PENNSYLVANIA 15063
TO:_9_E_RA_R_D_IN_O---:....PA~LA.;.....·_._
1212 FOURTH STREET
County File No...-.:-__
Bureau FileNo.~3 -20-7£'J
...We.h~eTeceigedno~~that,~.
on..'.J...Ud 6 •.-19,10"you c,,a,meinto..,owne,r~hi,p,.',.of.c.ert.a.in prope!.ty through~~.",...''':..'•,~','."'.",..'.'.......,'.'•"...''.transfer f:rom ROSA PALA,Decea.sed.'
~'tC-134 (1-69)
./COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT .OF REVENUE
BUREAU OF COUNTY COLLECTrONS
INHERITANCE TAX DIVISION
Under the Inheritance and Estate Tax Laws of the Corr.monwealth of Pennsylvania such transfers are taxable
and the liability for the ,pa,rment of the inheritance tax due is imposed upon you,as transferee.
The property on which tpx is hereby assessedcon,~jsts of:(1)Jt.Ine~tne~Bond #111981.(2)Checking Acct.#042 395 707 held ~nthe ltESTERN PENNA.f-AT'L.BANK}MuNON~LA
OFFICE,MONONGAHELA,PA.,in the names tfROSAPAI,A'or 'BERARDINO pItA •..Opened
(1)4.3...67 and no 7...7....50.BUance asoi'date of death,(1)'$1;,000.00 and
(2)$1.260.94
apprai,sed by theCbmmonwealth,as of the da,te of death,C't $2.260.94
50 %of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABL E AMOUNT
LESS:ALLOWED'DEBTS
NET TAXABLE AMOUNT
$1,130~47 $--------
AMOUNT OF TAXDU E 61.83
o !fyou pay the above amount within three (3)months
of ,the da~of dea~of thede~6ent,or on or
before 'ept.19 you may deduct a
discount of 5%o.fthe amount of tax due,or 3.39
D This tax become delinquent,fifteen (15)mCliftfr's~---~~-~
after th.e dote of death an,d,in addition to the
,.tax,statutory interest althe rate of 6%of the
tax,per annum is also due as of *--,._'-
19__'in the amount of
*1£the tax is not ,paid by the above date additional
interest .is due at the rate of 6%per annum until
paid
APPRAISED BY:
'-vTOTAL AMOUNT DUE $67..$3 $-=============~..ASSESSEDeBY,.~~------
(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
yourpa,yment.Mail or bring it to:
~~llNJ.~'¥,~~L/~Y (J'-/~?o~
Ze /~oEJf/J
If you have already paid this tax to an executor,administrato!,~torney or other personal representative of the .:
decedent for forwarding to the Commonwealth,list below t'he 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,
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
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
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 $0
Date of Approval:_
Register of Wills