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HomeMy WebLinkAboutOC1970-0981 - ESTATE OF BELLINOFonn RCC-2 DEPAMMENT OF REVENUE# BUB~U OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 c , COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ,October ,6,..1.9.7.Q .. COUNTY W?:~h;4.J.g~.9.p.. FILE NO•...............§?:?g:.?.~~. Whereas..Joanna..,Be11ino late of ~v.~.~.~.~~.?~:. in the County of J:1.!?:.~.h.;J"P.-gt.9.P.:Commonwealth of Pennsylvania.having died on 13th d August 70 .the ay of 19 seIzed and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,,W.•R.G.baney ,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 Ufe 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 Tax Purpoles $1 0'32 02 JT.HELD Jt.Savings Acct.116515,held in the HELLON NATIONAL BANK &TRUST COMPANY,WASHINGTON OFFICE,WASHINGTON,PENNSYLVANIA. T..,+J"o ,..,,,m"'!':nf HELENE B.SEDENKA or JOANNA BELLINO.Opened, Anri1 20.1961-Balance as of date of death,$2,064.03. TOTAL 1,032 02 INSOLVENT' . Having been duly sworn accor,ding to law.I do hereby certify that the above appraisement is made in con- formity with law on this ..~c/........day of ·....·....~..·..·..·............··..........·....·""..........·d ...........19../,7.0..~~················J'.ly,,···············....·A~~~i·~~~········· .............................................................................................................................................C-.cA (Number and Street) Penna.............................~.............................., oat Olllee) r-- .Washington....County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .Jj'·J{)anna·····ellino···Deceased, Late of W~13h:4.l.gt,.<:>p,. Date oj Death,August 13,..-1-970 . Appraisemeilt Docket Vol.,. Page,. .No...A3..:7.9.:??.~. ______~----'.-'-.~.----"--.L Filed in Register's Offi.ce,...Q9.t..9.p..~;r.9.19..7.Q. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut A ppra.isement,. Appeal j,.om Appraisement,. Entered and cJuJrged,. ..~) ,. , \, ). I RCC-43 (4-69) , ..)RfC COMMONWEALTH OF PENNSYLVANIJfOUNrt/jRf~?,fD DEPARTMENT OF REVENUE COL.!~Of" HARRISBURG Aue /8;)C110l;s Y$fl1'lO j 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 Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTION &&l18a Nat1eaa1 Daak a.'ll'tls'Gqaa, ADDRESS ~Q Se\lt;Q naia i'woo.We.hiaseell,fa.11301 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT-~C~6....,.r.U...·-6SaM":Fi:1Q!agI!fl8~-------­ NAMES ON ACCOUNT OR INVESTMENT lIeleno B.;Sodenka-- DECEASED JOINT DEPosrto~8 ~lla~:;?--- TRUSTEE OR INVESTOR -........J'(IJ.98B1D1iNlRlU8~nolX·.)obJ.,*l;LiIlIRHe~-V,,---------­ ADDRESS AND COUNTY 190 tloodet4e Drive HsaMDBton.ra.15301 DATE OF DEATH ---..iIlS"f-!....13J+!.".,.70ll---------------- SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR __....-:Haee:.&.l]eg,&nwQ~:a.,..,~·~Se~d.e:q.qk..a__-------- ADDRESS __Se...tt.....'L.-_ RELATIONSHIP TO DECEDENT __..uD.wBI~18PJbl.\leewr"-.._ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED 4,'20/61 J BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $-----.,j2~,~064iJ1t.+l.O.".3-......------__:_---- ~D~.:{,0 ~CY "fa::<%(,/f~ -.s%~-//_/3-76 =J,/0 TITLE ABelstant ~nalor 15301 Date:__....:.:A:.=u:cSa.:u:.::;s..:,t---=.2:::..5.L'-=1=..:9~7~O:.......__ County li_a-:s-=h-=i=n:sg!..:t-=o..::n=---_ --.,... OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION \'lASHINGTON,PENNSYLVANIA County File No._ Bureau File No.&,3 -,20"f?/ We have received notice that,~mxx.xxxxxxxxXXXXXXXXXXXXXXXXXXXXXXXXXX on AUBUst 13 19~,you came into ownership of certain property througlB~l~ ISX"'XJU~JIUIIUtX transfer from,JOANNA BELLINO,deceased. R;:C-134 (1-69) TO:HELENE B.SEDENKA 190 WOODSIDE DRIVE COMMONYfEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BI.1REAU 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 property on which tax is hereby assessed consists of:Jt.Savings Acct.#6515,held in the MELLON NATIONAL DANte f1 TRUST COMPANY ,ttASHINGTON OFFICE,l1ASHINGTON , PENNSYLVANIA.In the names of HELENE B.SEDENKA or JOANNA BELLINO.Opened, April 20,1961.Balance asof date of death,$2,064.03. appraised by the Commonwealth,as of the date of death,at $2,064.03 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 $_.....;1=..:,~0~3~2..:.....O:..::2=--_$~63d.6,< ~J.6(J AMOUNT OF TAX DUE 61.92 o If you pay the above amount within three (3)months of the date of death of the decedent,or on or before November 1319 70 you may deduct a discount of 5%of the amount of tax due,or 3.10 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 61.92$ *If 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 APPRAISED By:eJP ~~,/ASSESSED BY:_ (Inheritance Tax ApPfiser)(Agent for the Commonwea Ith) ~RUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper cred it to your account thiS Official Notice must accompany your payment.Mail or bring it to: ,._;:,./V;..i.l ;~.,.;~(h •" COURT HOUSE WASHINGTON,PENNA.15301 If you have already paid this tax to on executor,administraJor•.attorn;y or other personal representative of the ., decedent for forwarding to the Commonwealth,list below the dote paid,nome and address of the person to'.Whom you m'ade payment,their official title and the amount......".. Dote Paid Nome and Address of Payee Official Title Amount Paid Under certain circumstances,if,after the dote of death of the decedent,you personally paid funeral expenses or other just debts ofthe 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 on 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 some debts are not also claimed,for tax purposes,by on 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 Dote Paid ~am~of Payee Description of Obligation Amount Paid 7",//-76 /7'$.//7.~~,.,//~--:.:.::;:.'"I_.~6 _rf -;:4""_..~,.L /<V33 00----~J . TOTAL $;;03-°d (attach separate sheet If required) COMMONWEALTH OF PENNSYLVANIA) COUNTY 01=:_ 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 REPORT OF REGISTER OF WILLS I,the undersigned,duly eleCted.,Reg,i.ster of Wills in and for the above county,do respectfully report that I have allowed deductions listed above in the total amount of $" Dote of Approval:_ Register of Wills