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Home My WebLink AboutOC1970-0892 - ESTATE OF BORDINI SRFonn RCC-2 DEPARTMENT OF REVENUE BVREAU.,OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVAN.IA RESIDENT INHERITANCE,TAX APPRAISEMENT DATE .......~.~.p..t...~mQ.~.r.......14..,........1.Q7.Q . COUNTY w.~.~.b..i..g,g.t..Q.P... FILE NO 6..3.~..7.0.~.8.9..2.. Whereas,P.r..~~9 ~.9.x4.J.p..t..,§..r...!late of M.Q.no..n.gah.e.la . in the County of ~.~.~.~.~.~g.~.'?.~Commonwealth of Pennsylvania,having died on the 4.~~day of .P..~.~.~~1;>.~.r.19.J?§,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,Jf~..R.~c..h..an.e.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 transfer inheritance taxes at the lawful collateral rate on any such future interest. Unit AppraisementDescriptionofAssetValuesMadeforInheritance rax Purpoles $ JT.HELD: Jt.SavinS!s Acct H318~7 held in the WJ1,:N PENNSYLVANIA NATIONAL BANK.MONONGAHELA OFFICE. MONONGAHELA,PENNSYLVANIA.In the names of PRIMO BORDINI.JR.or PRIMO.BORDINI.SR.Onened 1-15-63.B1ance as of date of death,$1,093.00 (()np_n~li't-~v~hl p)546 50 ' !., '.,I ,'. --'.-,-, -. Total 546 50 ..................................,Penna. WASHINGTON County ., RESIDENT INHERITANCE TAX APPRAISEMENT Estate of PRIMO BORDINI SR ............2.... Deceased. Late of MONONGAHELA Datc of D...cath,December 4,1968 Appraiscmcl!t Docket VolOJ . -' '- Page,No.63-70-892....................................... Filed in Register's OfJice,$.~.Pt...~.l..4..,.19 7.0 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement,. Appeal f"om Appraisement,. Entered and charged,. '. L .' • ;..... ~ I.. • • COMMONWEALTH OF ~ENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG R C C-43 (5-65) January 29,1969 J NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania Dear Sir: P~rsu~ntto Section 742,Pennsylvania Inherit'ance and Estate Tax Act of 1961, we herewith submit the following report: Sr. NAME OF REp,ORTING .FINANCIAL INSTITUTIONlftstertlfel'itla.;ia:t'lSatiR: ~~~~~~~r~'ft8F&J8fit¥,Stll,i~onvngah61a,Pa.1.506, TRUST OR INVESTMENT DEPOSITSm1'1gstteeoaut;#;lS,,, NAMES ON ACCOUNT .OR INVESTMENT __....,...............,..,...,...,..-- Primo Bardini,·Jr•.or Primo Bordini, <:.-- DECEASED JOINT DEPOSITOR,~ TRU STEE OR IN VESTOR -;;?~rri1ilim'jroT"'·"Rl!mu:rd1I"ri+·'l'Ti11.....,~sr.,..-:-----.l1\..-""""""~~·--··------- TITLESignature. ADDRESS--9i60~9""'"*H81BiftfiEe~ee.el[.E-t:-f.Si4itT"i~~!tteeftftj·6:ti'ftl:tl'g~~li~:tl!~.1~a'=",-.I:P~a!":".---:tl"'i,AiOO~',-------- DATE OF DEATH --:l:l:202..f::tl;~_6~81----------------- SURVIVING DEPOSITOR,. BENEFICIARY OR INVESTOR ..fr1pr+ritttm"o"..B~O~t...tdi;.,~tmdi--,"""':JiMz""'=.•---------- ADDRESS -..(I6~·O~94i:t~.a&l&tae..ge9&Kk;..."i~tlh·.nr'.....j)!4E.le~ftl&()nO!g!lliaftl!J.eelil:tabj:---fiJjPS;lhwr-l:l.lS*OHiil6.1-:J----------- RELATIONSH IP TO DECEDENT...........,.---...,j~4"-!,;.J.::::.---__------ DATE DEPOSIT OR INVESTMENT .WAS ESTABLISHEDBALANCE,INCLUDING IN-~r.::·'::'"E-S.,.,~S&..-I'""9~53~----------- DUE,AT DATE OF DEATH $~.=.~._.~-__~---__-- 109.3.00 S~C,.6-o \969 ~.2.7C;. 3 4 -i f I t ~"u.t 70 OFFICIAL NOTIf.E OFolNHERITANCE TAX APPRAISEMENT AND ASSESSMENT 0, ASSETS NOT SUBJ ECT TO ADMINISTRA TION PRIMO BORDINI,__JR_o _ 609 HANCOCJ(STromT MONONGAHELA,PENNSYLVhNIA Date:February 10,1e6~. County 't1Qohill6tOD I '~: County File No ....3 t -/cJ.2 -~ Bureau File No.t,3 -,20 -Pf?'i' We have received notice tha~~tHl&l1\f.CjtmJtrn1rmQCQOOQO'lQQQQQaQQOQQQQQou"aatmoQq~O( on Doc.t>19~9YoU ca~e into ownership of certain property through_L1at>Da!7J\t!6UiM,p~:r~n n§~dmmmrl~~~transfer frornPRIMO BORDINI,SR.,doconood. TO: \ ••o~''''~ 34 (..551 '" ~'&uLfri OF PENNSYLVANIAIY-tfEPARTMENT 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 lia'bility for the payment of the inheritance tax due is imposed upon you,as transferee. The Jl~erty on which tax is hereby ass.essed consists of:Jt.Snv.Acct.,031837 hold 10 Sho tm~RN PBN1'U\.NAT'L.BAN1{, .OOfJONGAHELA OFFICn ,tWUO~.AJmtA.,PA.,in qh6 MOOD of PRlt:~\BCRDINI,JR.or PRIMO BORDIN!,SR.Oponcd 1-15-63.Bo1Ol'acQ an of dnta of rl12th o $1 0093,00 appraised by the Commonwealth,as of the date of death,at $~1,~93.00 50 fj %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT 546.50$-------$S~;SO ~te2:.L AMOUNT OF TAX DUE o If you pay the above amount within three (3)months of the date ~ealh ~the dec6dent,or on or . .before rc 1 19 9 you may deduct a discount of 5%of the amount of tax due,or 32.79 1.64 i 1, I, ] ASSESSED BY: 32.79 C This tax became delinquent one year after the date of death of the decedent 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 -A If the tax is not paid by the above date additio'1al interest is due at the rate of 6%per an.1Um un'I paid TOTAL AMOUNT DUE APPRAISED BY:_~),:~L-r;/---1 (Inheritance Tax Appt6iler) /I $ J ---------,--1, !$~,L~:-~. t .//"'_r:~.A:-~L_e~~~I. (Agent for the Commonwealth). INSTRUCTIONS TO TAXPAYERS - '" To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: Make checks or money orde~s payable to --If you have already paid this tax to on executor,administrator,attorney or other perso!'lal're:;>lesentotlve of th~:h... decedent for forwarding to the COgJl!'lc"lH~ealth,list below the date paid,name and address of the peron tO~hom''', you made payment,their official title and the amount.••h ... pate 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,c1d 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 person.al 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 ,A Description]!Obligation Amount Paid /::J-?c.Y ~I'~..A:.J .~"-/r-'"#~L.~90./0 ~'/ TOTAL $~.s-'yO./(} (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 some 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 R~PORT 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.