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Home My WebLink AboutOC1970-0987 - ESTATE OF BERCINIRCC-43 (5-65) COMMONWEALTH OF PENNSYLVANIA RECEIVEDDEPAR~MENT OF REVENUE COUN'~~tAU OF HARRfSBURG l,OLLEC IONS SEP 3 .3 43 ~H 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 Inheritance and Estate Tax Act of 1961, we herewith submit the following report: /)~70 , ADDRESS__U.l'Rox~2io.,,3iLf·,--,P,!:!.L1WDI.&J'8'1lYl:ayt·+-1.....i:P,a.::t_.----L;lS:u}~13,,2------------;{;Yr DATE OF DEATH ::-=::-::----I8;M.....J Bw.a+70u.---=d7 / SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR _--lMr_.U>lS~•..:l!n_ez~PI!o,l1pol.dli..e.k--------- DECEASED JOINT DEPOSITOR,\/TRUSTEE OR INVESTOR --.;..Ja;;.::y~Be:.::r..:..e.:::in.:::i:....--~__~_ NAME OF REPORTING FINANCIAL INSTITUTION PITTSBURGH NATIONAL BAlK ..OHARLEROI OFFICE ADDRESS CHARLEROI,FA.1,022 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT_(S_a_vi_ng.;;;..s...:..)_OO_~....;.7_67__1 _ NAMES ON ACCOUNT OR INVESTMENT Jay Bereini or t-frs.Inez Pipik ADDRESS __B_ox 2...:;3~,_Duhl...;;,,·:.::·;;:.;e~vyLJ,L.._Pa.:;;··.;......;1:::5~43::=:;2=-.•--- TITLESignare RELATIONSHIP TO DECEDENT_~-S-is--t-er------------ DATE DEPOSIT OR INVESTMENTWASESTABLISHED 1..-:1-=1"""),..~681lU._ BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $_---:;.31=3;..:.".;;.:;8;:;..-=--__~/'---- xVcL ~Y11St1.J IJ,$:! 5'71 rJJ~. RC'');-134 (1-69) COMMON'WEAL TH OF PENNSYLVANIA #~o DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION ._.''l OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT ~UBJEeT TO ADMINISTRATION 1 TO:~M~a:l\o!;:S4-.--.IuW~"'",,,Z--l'PE:.JIL.J:P:..LTKD..'----- BOl23 15432DUNLEVYItP~NliSYtVANIA Date:lSeptember 16;1:.:::;..97:..,:0:;...._ County Washington County File No.J Y-/6 5?-lj Bureau File No.C::y -20 -2r2, We have received notice that,~~XXXX~XX~ on ,AUiUlt 18",1910 ,you came into ownership of certain property through~UnrXI~nxrlXX ~~l1mxiJrUXH.transfer,from,JAY ,BltRCINI,deeeal..~d. 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.,Sav,ings Account 10031671,held in the PITTSBURGH NATIONAL BANK.CHARLEROI OFFICE,CHARLEROl.P,ENNSYLVANIA." In tbesames otJAY BERCINI'or MRS ..INEZPIPIK.opened,.11...14...68 ..'Balance' as of date of dea.th,;$313"85".., appraised by the Commonwealth,as of the date of death,at $313.85 180 %of this amount is taxable at the rate of ,15 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $_-.::::.:31=3:..:.'4=S5:-'__$..:f/d JL ;;t;:::t!:5 AMOUNT OF TAX DUE D If you pay the above amount within three (3)months of the date of death of the decedent,or on or before Noy.18 '1970 you may deduct a discount of 5%of the amount of tax due,or 2.35 . 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 ASSESSED BY:_ (Agent for the Commonwealth) *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum unti I paid TOTAL AMOUNT DUE (21)J:']/)g APPRAISED BY:/(/.~_."cl.~ (Inheritance Tax Apprai er) $41.08 INSTRUCTIONS TO TAXPAYERS 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: 1?~/1 J1t(~ AGENT fOR T HE COMMONW WASHIN COURT HOUSE EAL TH GraN,PENNA•15301 If you have already paid this tax to an executor,ad~irii~tf~tor,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 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 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 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 an executor,administrator or other personal representative of the decedent handling the administration of the general estate of the decedent or any other transferee. Dote Paid Nome of Payee I C;-.2',7~'/777.L A./ SCHEDULE OF DEBTS Description of Obligation Amount Paid j ....;?£y.oo (attach separate sheet if requ ired) TOT AL $/,01~0,5'0 SS: COMMONWEALTH OF PENNSYLVANIA) COUNTY 01=:_ 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 Register 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 Wi lis Form RCC-2 ,;, DEf4cRTMENT OF REVENUE 4 BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE Q.c..t...Qb..~,r.8...,J.~.7.Q ".,.,.,.,, COUNTY W~..~.hJ.gg~..5?.P.:,.,, . FILE NO ?}..:.?.9..:.~..~.?.. Whereas,,J.ay B..e..r.G..i.n;i,.late of ,~.p:g.nl..~.Y:Y , . in the County of W:a.,.s.h.i.n.,gt...Q.n.~Commonwealth of Pennsylvania,having died on the l.e.:t.b.day of A..~,g,t.J:~.~..........................................19 ..7.,9,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,lv....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 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. JT.HELD: Description of Asset Unit Values $ Appraisement Made for Inheritance Tax Purpoaes Jt.Savin~s Account #0037671,held in the PITTSBURGH NATIONAL BANK,CHARLEROI OFFICE, CHARLEROI.PENNSYLVANIA.In the names of .TA NY RRRr.TNT or MRs.INEZ PIPIK.Onened. 11-14-68.Balance as of date of death Insolvent Total 313 85 313 85 WAS HmNGTON.......................-County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of JAY BERCINI Deceased.·.··Late of D.y.N.~.YX . August 18,1970DateofDeath, Appraisemeilt Docket Vol.,. Page,...................................No.63-70-987..................................... Filed in Register's Office,.9..c::.:t:.9.lJ..~.:r.e..197.0 . Amount of tax due,$., DEPARTMENT OF REVENUE I ~, :' -J I ... , Received, Examined and Approved,. Wrote abo.ut A ppra.isement, Appeal f,.om Appraisement,. Entered and charged,. .$ t. "