HomeMy WebLinkAboutOC1970-0920 - ESTATE OF VENTURIFonn RCC-2
,DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 127
COMMON'YE~L~HOF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ~..~.P~..~~~.~.r.?J '-~~.?9
COUNTY ~~~..~.?.!~.~~..~.~.
FILE NO.63-70-920..................................................:_.
Whereas,J:?J~.~~.~.~.~.Y.~~~.~.~~late of ~1.<:).~.~.~g~.~.~.!~..
in the County of w:~.~.h.tn.g~.Q.P.:Commonwealth of Pennsylvania,having died on
the .!.~t..h day of ~r~~y 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.A C.hane.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 fbe
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.
Unil Apprail.menl
I
Delcrlpllon of Allel Valuel Made for InheritanceTaxPurpol.l
$
JT.HELD:
Jt.Savin~s Acct.#29999.held in the \VESTERN I
PENNSYLVANIA NATIONAL BANK.MONONGAHELA OFFICE.I
MONONGAHELA,PENNSYLVANIA.IA the names of
MRS.EMILIA VENTURI or FLORNECE VENTURI.
Onened.Sentember 14.1969.Balane as of date
of death.$2.176.60 (One-half taxable)1.088 30
;
:
,,
\
I
Total 1.088 30
I
..,Penna.QJ..::::::::.
fo~~;V~fhb~:::~:.wo:.a:?Z)?.~:,~a~o~e~eb~.....e:~,that ..lhe~~oVeappraise~~~lis;;~e;.~~
A~'"
...WA~J:U:NQ.'I'QN .County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
FLORENCE VENTURI
Deceased.
Late of
MONONGAHELA
Date oj Death July 15,1970J••••...•••.•••••••...••....••..•••••....•••......•.•••...•.•••......
Appraisemel!t Docket VolOJ ••...••.••••••••••.••••..••..••••••••••••••..•••••••••
Page,No.63-70-920
~
Filed in Register's Office,~.~P.~.~..~?.!'J9 ..7..Q
Amount of tax due $,.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo.ut Appra.isement,.
Appeal j,.om Appraisement,.
Entered and charged,.
,~
.'#.
"
....
COMMONWftALTf-l OF PENNSYLVANIA
DEPARTM~NT "f REVENUE
HARRISBURG
RCC-43 (4-69)
Aug.21,1970
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 Inheritance and Estate lax Act of 1961,
we herewith submit the following report:
'-NAME OF REPORTING
FINANCIAL INSTITUTION !"Jestem P'ep:..eo t:at'l Be:r.k
ADDRESS Fourth <ain St••J.!onongah9ln,Pftnnlh 1.$063
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT Savings account IJ 29999
NAMES ON ACCOUNTORINVESTMENT I,tre.Em1Ua Venturi or Florence Venturi
DECEASED JOINT DEPOSITOR,Florence Vent......TRUSTEE OR INVESTOR U,(,_"""_
ADDRESSANDCOUNTY _
DATE OF DEATH JuJ,y lS,1970
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR _l-1_rs_._Dn_i_,l_ia_-_V_en_t_uri _
ADDRESS 62:;.;;2:.-.;;.;.Ra...;.1;:.;;;1~ro~ad~S~t~.L,..;;1'.,;;;;1on;;;;:;:;:0I!8::u::ahe:.::;,::1a:::&.,..;;P:.=,a:,:.•...;..--=:15:::.::06:=.::::::.3_. _
RELATIONSHIP TO DECEDENT_---JtwfQUlthlUo.ewr~_
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED Sept.14.1960
BALANCE,INCLUDING INTEREST
DUE,AT DATE OF DEATH $..;:;2,&;.,1=7..;;.6.:..::60~_
~c
TITLE
J
...
OFFICIAL NO'jIC::'E~F INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SU BJ ECT TO ADMINISTRATION
RCC-\34 (1-69)
COMMONWEALTH OF PENNSYLVANIA
,DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
TO:_MRS_._E_~_I_LIA_'_VE_NT_,_UR_I_'_
622 RAILROAD STREET
MONONGAHELA ,PENNSYLVANIA i5063
Date:__S_e_p_t_o_m_lb_or_3_,_1_9_"_O _
l1ASHINGTONCounty _
County File No._
Bureau File No.t.J.-,2a -2ci?o
We have received notice that,UlX&Xmn~QXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
on July 15 1970 ,you came into ownersh,ipbf certain pro.eerty thro~ghJ~J~U~
IHm~~~X trancter from,FLORENCE VENTURI,deceased."
PENNSYLVANIA.In the names of MRS.EMILIA VENtURI or FLORENCE VENTORI.
Opened.September 14,1960.Balance au of date of death,$2,176.60.
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.Savillge Acct"IJ 29999,h41d in
the WESTERN PENNSYLVANIA NATIONAL BANK.MONONOAHELAOFFICE t MONONGAHELA,
appraised by the Commonwealth,as of the date of death,at $2,176.60
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
$_-=1:..z..0..::..8::..:8:..,:ii-=3-=..0__$---------
AMOUNT OF TAX DUE 65.30
o If you pay the above amount within three (3)months
of the date of deatS'f the dec;cwnt,or on or
before Oct.19 you may deduct a
discount of 5%of the amount of tax due,or 3.26
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
$-============
(Agent for the Commonwealth)
65.30$
ASSESSED BY:_
TOTAL AMOUNT DUE
,,>2
APPRAISED By(LL ~~~%~.':.'/
(Inheritance Tax Ap~er)
INSTRUCTIONS TO TAXPAYERS
*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:To insure proper credit to your account
thiS Official Notice must accompany
your payment.Mai I or bring it to:
15301
If you have already pa id th is tax to an exec utor,admi nis trator,attorney or other persono I representat ive of th,e
decedent for forwarding to the Commonwealth,list below the -doJe p'tid,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__.
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 $--------11
Date of Approval:_
Register of Wi lis