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Home My WebLink AboutOC1970-0868 - ESTATE OF ZONCAFonn RCC-2 '",.-......................~..~P.~.~~!1..~.~.......~.J.......!..~.?..COMMONWEALTH OF PENNSYLVANIA DATE DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX ..................W~.$..b..i.ng~..Q.P.:...........................I COUNTYBUREAUOFCOUNTYCOLLECTIONS HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO•..............~.~.=..?.Q.=.~..?..~............._........................., Whereas,.................~.~~....~.~~.~.~...............................................................................................late of ...........................~~.~.~.~~~~.~.~~..................................... I in the County of ......................W.~.~.h.!.J1gtg.J1 ........................................................................Commonwealth of Pennsylvania,having died on the .............................4.6.....t.h...............................................day of .......................J..~ly .......................................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.•......c.haney.....................................................................,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. I Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoles $ JT.HELD: Jt.Income Bond #66429,hell in the WESTERN PENN~rLVANIA NATIONAL BANK ..MONONGAHELA OFFICE .. MONONGAHELA ..PENNSYLVANIA.In the names .of SAM ZONCA or J.J.ZONCA.O-oened.8-5-66.Balance as I of date of death.$5.000.00.lUI (one-half Taxable)2,500 00 i I I , / ,. -.,.. .' , . Total 2,500 00 form~~v:;:~hbl:~::~h~w<>rll·cco1'~~~:~~o~e~:~~;~:;r;;~pr.~e~e~~is~~de l~Zq••(;i;••~•••••~~.#.........................~;:~~ ........L•../7i~p;;-."7".Penna. ·.............WASHINOTQN.County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of SAM ZONCA Deceased. Late of MQN.QNQA.~J..A . Date of Death,~.~.:l:y.~.§.L ..:I:.~.'!Q . Appraisemeilt Docket Vol.,. Page,No «>.~.:'..'7'.9..:'..f?.§J:L . Filed in Register's OfJice,S~.P.t...L ...e...,.J9....7Q Amount of tax due,~. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abaftt Appra.isement,.. Appeal f1'om Appraisement,.. Entered and chnrged,.. ., .\ ~ ,. /I., .' ..., ~ -. \ 'r' NOTE:TO BE SUBMITTED IN TRIPLICATE 0" RC C-43 (4-69) COMMONWEALTH Of PE~NSYLVANIA DEPARTMENT OF REVENUE HARRISeIJRG, AU{J.6,1970 I 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 tJestorn Panna.{lat·l !lankFINANCIALINSTITUTION,;,..,_ ,FOn.'Pth '0.1~31n at•.Ibnoc.,'-:Jb'1ln...'u.ll:'~lADDRESS"--.,7 J V .. ACCOUNT NO.OF JOINT,Inc~nand ,0 66429TRUSTORINVESTMENTDEPOSIT _ NAMES ON ACCOUNT Son Zanca 01"J.J.Zonce OR INVESTMENT -=.....~=~_::----------.-- DECEASED JOINT DEPOSITOR,.n qoltea •/'TRUSTEE OR INVESTOR __--.;,V:...-.-_ ADDRESS boa Jackson'St.,rl.n.;nz~lA,'Pn.Uoob1ncrton County AND COUNTY __-::-:::-----.-~~-------------Ju17 26.19'10 DATE OF DEATH ~_::___------------ SURVIVING DEPOSITOR,J.J.Zonca BENEFICIARY OR INVESTOR _ ADDRESS __u_O_O_J_Q._Cl_to_o_ll_u_'t_*,_,_t1_0n_J_na_nb_olB_,_P_4_e_\;;_"Jl_Gb_in_3t_0D_C_'OWl:_t_"__ RELATIONSHIP TO DECEDENT __SO_Il _ DATE DEPOSIT OR INVESTMSb'l.5,1966/ WAS ESTABLISHED ,~,.".'. BALANCE,INCLUDING IN~fE~,§§3'J.~X "r()A .L..ADUEATDATEOFDEATJ~--"J:'>I v,rv,, &~1 ),f)tJo.HJ 5r~~,': Date:_---:A::.l!U!!llgus~..~.·~t---!l~'L..I·.~1~t1.L.:O~·_ County 'tJi!;!.!ai!i!.lAl!.!h~i"'-ln~S!J.ltU!o~n~--- 15063 ---..~ OFFICIAL NOTICE OF tNHERITANCE TAX APPRAISEMENT ..AND~SESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION MONONGAHELA t PENNSYLVANIA TO:_J--'·J_-_ZO_N_CA _ 408 JACKSON STREET County File No._-::--~--,._- . /..3,70 --Cr;,J''Bureau File No._~..:=..-__/_\__cJ_' _ We have received notice that,umL'UtI«lXmauXmxmUumxXXIXXXXXXXXXXXXXlXXXXXXX on Jub~19_7Q,you came into ownership o.f certain property through~i!tXD]l'IKXXXX_mx trancferfromiSAM ZONCA,deceaced. RCC-134 (1-69) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION appraised by the Commonwealth,as of the date of death,at $XJQjX 5,000.00 .$0 %of this amount i~taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT. TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $_-=2~,S=....:O:....:O...:...OO..::..:··.=--_$-------- AMOUNT OF TAX DUE 150.00 D If you pay the above amount withi~three (3)months of the date of death oJ the decedent,or on or before October 26 1970 you may deduct a discount of 5%of the amount of tax due,or _____7..l~Q._ ASSESSED BY:,..--_ (Agent for the Commonwealth) ..D 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 *1£the tax is not paid by the above date additional interest is due at the rate of 6%per annum until, paid TOTAL AMOUNT DUE AP PR AISED BY:~'f-"..L..."LJ~":::=~~~:"--- $150.00 $================= INSTRUCTIONS TO TAXPAYERS ,\ Make checks or money orders payable to: 1(tl.#t:II }J..{~,¥ q<:;..-/#/,,;fS-(J33 N S/~~So 7---E--/0 To insure proper credit to your account thiS Official Notice must accompany' your payment.Mail or bring it to: ~~JfA,U.~ AGENT FOR THE COM~UN·i·i~t ...·" COURT HOUSE WASHINGTON•.PENNA.15301 If you have already paid this tax to an executor,adm~istrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,list below the 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__. '::0-,~.• , ",REPORT OF REGISTER OF WILLS Si gnature of Taxpayer I,the undersi·gned,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 NOTE:TO BE SUBMITTED IN TRIPLICATE RCC-43 (4-69) COMMONWEALTH~OF~>NSYLVANIA DEPARTMENT OF REVENUE H)\RRIS&lRG A~.6.1910 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 tteatorn POMS.iiat.tl CZ?,tltt ADDRESSFourth Q linin at••r:ononec...~lo.,1'40 1$063 ACCOUNT NO.OF JOINT,_, TRUST OR INVESTMENT DEPOSIT_I_nc~o=o_._Dond__·_C66430_·_ NAMES ON ACCOUNT OR INVESTMENT Sotl tonon 01"'Albert eft 20000 / ~ DATE OF DEATH July 26,1970 SURVIVING DEPOSITOR,Alban C*ZoncnBENEFICIARYORINVESTOR _ ADDRESs408 Jackaon tJ't••l:ononeuh.:l!n,Pee tJtWh1n'1ton Cow:t.tJ' RELATIONSHIP TO DECEDENT __8_Q_n _ DATE DEPOSIT OR INVESTMENT t!'111,-1;::WAS ESTABLISHED _A_U(..;.-~._.._;1~,_..._7o.JU_v-----:-_ BALANCE,INCLUDING I~]"--EREST~k _,4DUE,ATDATEOFDE~5.000"O)_""-~~}S-tJr1.~ IIL~bO.~0 ~;~~~~~~~ Date:__A_ll~gu~·_9_t_l.:-?~t~1_.::..9...:..70...:..,_ County __--...;.l'1i=I.=c;::=h.:::::..tll::::lltli!.·"::.;O:..;::lt;;;..·_ 1$063 OFFICIAL N..OTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION MONONOAHELA.PENNSYLVANIA TO:_AL_B_B_R_T_C_'fi_%O_N_CA _ 408 JACKSON STREET County File No._ Bureau File No.&..1-26 -j~J We hqve received notice thatJDXmmWIDXDDIXmmXXXUX~ on ',.July 26 ,19 10,you came into ownership of certainJlr~perty th,rougfli.iSPDDrmK!UUWXX~.m~I~~tranaf.r from,SAM ZONCA.deceaoed .. RCC-134 (1-69) COMMONWEALTH OF PENNSYLVANIA .DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE 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 e,.roRer'!'y'on wh.ich tax is herebx.assessed consists o.f:,Jt.IheomeDon4 166430~ld in theWESTISRNvENNSn,VANI!NAIfJ.ONAL BANK J MONONGAHELA OFFICE it MONONG--U; PENNSYLVANIA.Ie the ••a of SAM ZONCA or ALBERT C.ZONCA..Ope.ed t ·'8C:40. Bal,nce a4 orate of death.$5,000.00.?-s-?? alap'raised by the Commonwealt,h,as of the date of deat,h,at $__S_,!",O_O_O_'._0_0 _~O S'___%of this amount is taxable at the rate of % ,ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DU E o If you pay the above amount within three (3)months of the dat'O of dliath ofi~e de~.dent,or on or before etoDer,..19 'to you may deduct a discount of 5%of the amount of tax due,or $2,500.00_---=:------ 150.00 7.50 o?-f~~,J£ /c:1;'-dO /011 oS ~·7S ____·6 ,3£::-_ o This tax became delinquent,fifteen (15)months after the date of death and,in addition to the tax,statutory interest at the rate of 6%of the tax per annum is also due as of * _ 19__in the amount of UCTIONS TO TAXPAYERS ASSESSED BY:_ (Agent for the Commonwealth) lS0.00$TOTAL AMOUNT DUE *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid Make checks or money orders payable to: i(~'1 NJ.~'-O,or- A~?#/.:<'J-o3c:( -#<>/c1,L.J-O (4-c:::.J/ 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 of the decedent for forwarding to the Commonwealth,list below the 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 ii 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~Desqiption of Obligation Amount Paid 'Sd""<J -go ·U,';LApt,.%17.~~./~.~t:~~//I ~ d ~A ~J7../J -r4iJ~.b5 --/, " ., TOTAL $cy":.s-o.0 0 (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 b~lief,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 Signature of Taxpayer ,.1,the.urid'ersi gned,du Iy elected Regi ster of Wi lis in and for the above county,do respectfulIy report that I .have allowed deductions listed above in the total amount of $--------0 Datetof ,Approva I:_ Register of Wills Fonn RCC-2 ,.~ COMMONWEALTH OF PENNSYLVANIA DATE ........)?~.p.1~.~1?~.r......J..~..L .....!.~?.2. DEPARTMENT OF REVENUE RESIDEN'T INHERITANCE TAX .................W.ashin.gt..o.n............................B~EAU OF COUNTY COLLECTIONS COUNTY •HARRISBURG,PENNA.17127 APPRAISEMENT FILE NO...............§}=.?.9.:..~.§.~.....................................l Whereas,..................§..~.m.....;?;.9.n9..~.............................................................................................late of ........................M.<'..l19.~.g~h.~J.~....................................... in the County of ........................W.~.~.hJ.~.gt..Q.l1 .....................................................................Commonwealth of Pennsylvania,having died on the ......................:7..9.....t..h.....................................................day of ...........J..~.ly..................................................70'-estate19............,seIzed and possessed of an subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,..................W.....R.........Chane.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 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 Purposes $ JT.HELD: Jt Incom Bond #66430.held in the WESTERN PENNA. NATIONAL BANK.MONONGAHELA OFFICE.MONONGAHELA PENNSYLVANIA.In the names of SAM ZONCA or ALBERT 0-':>-00 C.ZONCA.Opened.lUUD.Balance as of date nf'~p;\t'h.$5 000.00.(One-half taxable)2.500 00 -. .- . Total 2.500 00 I Having been duly sworn accordin~w,I do here~tif~at~above appraisement is made in con- formity with law on this ...........~£..................day of .;-").~--.....,~.......?~~..........................................19 .....29 ~~:'••••••••••:4;;~..••••••••••••••~:-~~ .A...?'.Jl...-.~P.....................'0"...._.......................enna,(Post Olllee) July 26,1970 WasbingtQJ1n n.County 1 RESIDENT INHERITANCE TAX APPRAISEMENT Estate of SAM ZONCA Deceased. Late of MONONGAHELA Date of Death, Appraisemel!t Docket Vol.,n •• Page,.n ••••••••n •••••••••••••••••••••••No.63-70-868................................................ Filed in Register's Office,S.e.pt.•......l.8..,J9..7.Q Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement, Appeal It-om Appraisement,. Entered and charged,. "' t. "..~ \ /, ~ -'