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HomeMy WebLinkAboutOC1970-1089 - ESTATE OF VENTURINIForm RCC-2 DEPARTMENT OF REVENUE.'BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA........~...,: RESIDENT INHERITANCE TAX APPRAISEMENT DATE .......!.'!:~y..~.~!'..~.:r.:.......~..!........!.~..?.9.... COUNTY .w.~.~.4.~.P.:g.t..Q..~.. FILE NO §}..:..?..Q.:..!..Q.~..~. Whereas,........l.\.~~J.~~.....y.~.P:~.~.r.J.~.t ...~.!.~.!~.....A~E~)J.~..............late of ..................J?.~:r.g,~.t..t~.t..w..Q.n........................................ in the County of .................W~.~.h..t..n,g:t.Q.J1............................................................................Commonwealth of Pennsylvania,having died on the ............41.....s..t.................................................................day of ..........F..e.b..:r.u.ax,y..................................19.....7.0,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,..................Ji...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 I the cash value of all annuities and life estates growing out of said estate,hereby file the following appraisement:I , 1 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 inherit!U1ce taxes at the lawful collateral rate on any such future interest. Unit Appraisement 1 Description of Asset Values Made for Inheritance Tax Purpolas 1 $ i JT.HELD: Jt Bank Account 11161-42-0295-01 hp.1d in thp. ~1El,l,ON NATIONAl,RANI<~...H 11<..;1 :"l ll\'J'N lHftt'll:tt; BURGETTSTOWN.PENNSYLVANIA.In the names of AMELIA VENTURINI or MRS.LUCY KARNEK.Opened, 4-15-66.Balance as of date of death,$1,127.79 (Onp.half t':lY:lh1p.)561 90 Jt.Bank Account #12196.had in the PITTSBURGH NltTIONAL BANK McEONALD OFFICE McDoNAT.n PENNSYLVANIA.In the names of MRS ATTRRT.TA VENTURINI or LUCY v.KARNEK.0 _..c;_lO_fin. Balance as of date of death $1 9~9 Ql'(Onp h:ll of't:~y)969.~}96 .., , ..' ,. .. ,. Tota.1,533 86 Insolvent fonn~~v~fhb~':::I:;,~w~~cco~£aw:~:;:r~~~~~se~eDtism~de1~:;'D;" ~.................................7........~...:;y/P Appraiser ........................................~............ .-.-.. ~~~~d~..........•...••;::• I ........WASHINGTON ...County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .....AN§~.~A ....Y~NTYRJN~.....~Jkl~....AV.R~J.-IA Deceased. Late of BURGETTST01iN Date of Death,.y.~:J?:r..~~.~y ~.l.,..!l~..7.Q . Appraisemcl!t Docket Vol .J ••••••••••••••••••••••••••••••••••:•••••••• Page,No.63-70-1089...............................................-. Filed in Register's Office,~.I:).y.>~..!19...7.Q Amount of tax due,$:. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement, Appeal ft-om Appraisement,. Entered and charged,.• , rR.c(-\;"IV691 /co~t"EALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE 6uREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION .. OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION BURGETTSIO~J),pt,;~NSXL VANIA 15021 TO:--""'~.M.'."'~"...•..."1.Itl,U~I;~~---a.l(.j,,,,~G~Jl:NE:Hll\r.-----­ R.D.Ii 3 Dote:March:3,197(' County WASiaNGIO~ County File No,_ Bureau File No,~-20-/0,[9 We have received notice that,~ on Feb,21 19...zo.,you come intoownershTpo~~ traCl;ifec t'rca.!JU.iELIA VENTURINI,Deceased. Under the Inheritance and Estate Tax Lows of the Commonwealth of Pennsylvania such transfers are taxable and the Iia bi Iity for the payment of the inher itance tax due is imposed upon you I as tran sferee, The property on which tax is hereby asses~ed consists of:.Itt Bank Ac,'.11 6 3.42.0295.01 bel" iD tb.X&~LO~NATI0~AL aANK,aUiGiTTStOWN OFfICi,BURGlfliWOWI,PA.,1&tbe names of AKELIA VENTURINI or Wl\S,LUCY URKE!{,.Opined ...15.66.BalanCe a.or date of death.$.::.1.-.:.1=.:2!:...!.7....:...~79~-'--__ appraised by the Commonwealth,as of the date of death,at $1.121.U 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 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 MaJ 21 1970 I you may deduct a discount of 5%of the amount of tax due,or "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 *If the tax is not paid by the above date additional interest is due at the rate of 6%per ann·um until paid $_--Jlj5Uj6Lal1Ju.....9XO _ 33.83 1.69 ---------- APPRAISED BY: TOTAL AMOUNT DUE $JJ.83 $==::::::::;:=::=====~~ASSESSED BY,--'---'--_ -·(lnheritance Tax~r)(Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: I To insure proper credit to your account this Officiol Notice must accompany your.payment,Mail or bring it to: ......~"'!."'.- '. "~ I R C C-43 (6-64) COMMONWoEALTH OF PENNSYr1W~I~ DEPARTMENT OF ~1tiY~AU O~ HARRISBURG OLLECTtOt;\ ffB 25 ' .431 PH '10 ..,....'.....J ,NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections Finance Building Harrisburg,Pennsylvania Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961 we herewith submit the following report:' REPORTtNG . FINANCIAL INSTITUTIONS Hellon National Bank &:Trust OOlllpany ADDRESSM:a1n &:MoOlure ~ts••Burgettstown.,Pee 1$021 ACCOUNT NO.OF JOINT OR ., TRUST DEPOSIT OR INVESTMENT 163-42-G29S¢.-QlNAMESONACCOUNT----"~ttt.::.:.~~~~=__ OR INVESTMENT Amella Venturini ox-Mrs,.Luoy Kamek DECEASED JOINT DEPOSITOR, TRUSTEE OR,INVESTOR Amelia Ventul'lnt ADDRESS B.n.),Bu~gettstown,Pa.lS021 DATE OF DEATHpebmlstJ 21,1970 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR Mrs.LU~,Karnak ADDRESS __R"",D_'3fiO.l''J-..."B=tl""-t'o8e=t~t~s"-!t=o=-=·JL.'-:P~a~'.~1~;.:::.02:::;:·,l=--·'._ ,RELATIONSHI P TO DECEDENT _-.I!!!!.»~a<.Mu,=g~b.C!!!t~e.!!!..l'_ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED_...L'~t-~1Il;lS~-6~6!lL_=---~__-,--__ BALANCE AT DATE OF DEATH $_..;lIUI!l!!l·!.!!2...7.........7.;z9_·---,--_ "\."l)... ".....,',...::IN .....-.-.:.*'."\.. If you have already paid this tux to an executor,administrator,altorney or other personal representative'~f the decedent for forwarding to the Commonwealth,list below the dute i-'oid,nome and address of the person to .~hom you made payment,their official title and the amount.'" Dgte paid _Nome and Addre$s of Poyee Official Title Amount Paid Under certain circumstances,if,of tel'the dote of death of the decedent,you personally puid 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'" eisses~ment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: ,, ,:'1 .You were personally legally responsible for these debts,and ~:~'2".t'You actually paid these debts out of the account or property describe'd'obove and can fur~ish proof. of such payment,if required,and "I 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. Date Paid SCHEDULE OF DEBTS 4 Name of Payee Description of Obligation Amount Paid (attach separate sheet if required) ~ASTOTAL$-;;¥"'!II i 0 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' was legally responsible and which'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__ 1"-,," ---::-----:-:::---------'.'\.?;: Si gnature 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 $• Date of Approval: Register of Wills RCC-43 (5-65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG 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 FINANC IAL IN STITUTION ____..oF.....+*-,'t!ol.!t~sUllbu.u!o!=r~g.A.lh""::,N~aa;t..•ik,l,Q,u,ufJi:awlo......6i!Bg.anu.kDb.·_ McDonald Office ADDRESS ~~l~"D~o~·n~a:::.:l~d~,~P-=a~.---=.;15::!,;:O~5~7~_ ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSiT.......----'·.....12"-ijlu9u;61...--.--'--'_ NAMES ON ACCOUNT OR INVESTMENT __-..:l,~U-~s~·.!-...:.A~W:~··.·~e~l=i~a_V.!..:e::::!l'i~t.~ur~:..l:!!.i~n:.:!:.i.....;o~r~..!lL:uu~c~y.....;·....:!.V...!..~Ka~r!:.;!n:!.!:e=.!k!:.- DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR Mrs"Aurelia.Venturini ADDRESS R_,,_D_,,_#_3_,_B_O_K_l_3_1_,_BUIs_.·-,-,_e_t_t_s_t_o_w_n_,_p_a_,,_1_S_O_2_1 _ DATE OF DEATH February 21,·1970 SURVIVING DEPOSITOR, BENEFIC IARY OR INVESTOR _-=L!.1I:u!.lll:c..y_V~.L.'......l!K~ar~:nll:=a:J.!k.'---_ ADDR ESS R.;;..;,·.;;...'....;D;;.....;;....~~:...;;3;...:.'~Bo..;;...X:;;.;;;..•......;1;;;.:3:.:1::..:!.t:.-·..;;;;B..;:::u.r:;;.·..IIf!.;9~.::;.t.::;.t;:;;;s:;;..;;t:.:o:.....:.;w:..:;n:...!.,~1?a.::..:..•.....;1::.;:5:...;0:.,:2::.::1:...__ RELATIONSHIP TO DECEDENT ...........~Dakt.'u~g#h.ut&lie....r------------ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED May 10 «1966 BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $_--:-_1..;;,·,...;..9_3_9_,,9_1 _ TITLE .~,"-~'f,:~i T-,""•••-. ..,.:.:~~-..a..-.~,t.:.h ..:..~~:...~¥ R<'C'.'34 11-691 COMMON"".!.TH OF PENNSYLVANIA .DEPol/O....Et.'OF REVENUE 'BUREAU OF COUtHY COLLECTIONS INHERITANCE TAX DIVISION II!t"-;.. OFFICIAL NOTICE OF INHERITANCE TAX I APPRAISEMENT AND ASSESSMENT Or: _JA SSE TSNOT SU BJ~_CT T~AOM:NIS~RA~!O...~o;!;_======iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii: WASHINGTONCounty _ County File No._ Bureau File No.ir..3·20 ~/of2' TO:_--l!!I!:LU:![.::!C~Y,--V.!....:.~KA~RNE~~K~_ B.D.13,BOX 131 BURGETTSTOWN,PENNSYLVANIA 15021 Dale:March 26,1910 ~e hove received notice that,~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ on M.21 19-10,you cafTle into ownership of certain property through r~""_&l ~~II••D tl'&Dlter fro.MRS.AURELIA VllmtUINI.Dectaaed. MRS,AURlLIA VlNTURINI or LUCY VII KABUl,Opt."l.la-66.Baho..AI ·01 MC' o'death,$;1-1~,t~3H1'r:-.'~lt--...c....----------------------- 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:Je.Barak Acct.1121t'held ill ,.. PIftS81JB011 IATIOHAL BAlli,McDONALD ODIOI,)(cDODLD,"'.,1M tii ......f appraised by the Commonwealth,as of the date of death,at $1,939.91 50 %of this amount is taxable at the rate of ,% ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $__..;:..96::..:9;..:.'.;;:;.'6~____7tJ.b.0 CT AMOUNT OF TAX DUE 58,20 o If you pay the above amount within three (3)months of the date of death ~f the deced~nt,or on or before Mar 2.1 19 70 you may deduct a discount of 5%of the amount of tax due,or 2.91 D This tax become 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 Commonwea Ith) *If the tax is not paid by the above dote additional interest is due at the rate of 6%per annum until paid TOT L AMOUNT DUE:z APPRAISED BY:---I~~!..L~~~-;z;.~- $5••20 $====-============= Make checks or money orders payable to:To insure proper credit to your account this Official Notice must accompany your payment.Mail or bring it to: "_.-- ... r,...io~r·"'t ..j ~-ft..1:~~,.;,;;~'~~,~,,~~-~'~:_.',''':...~.lt i '.,'j. ~;,,~.;; .".:,~_~t ~.~l<1i'B'?:' If you have already paid this tax to on executor,administrator,attorney or othe~personal representative ~f the decedent for forwarding to the Commonwealth,list below the dote po.i.d;,nan1e and address of the person to'whom you made payment,their official title and the amount.\..i Dote Paid NOrrie and Address of Payee Official Title "'";;:"c':f.,·_0.. Amount Paid Under certain circumstances,i(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 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 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. (attach separate sheet if required) 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 $• Signature of Taxpayer Register of Wills SS: Date of Approval:_ REPORT OF REGISTER OF WILLS SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__ COMMONWEALTH OF PENNSYLVANIA) COUNTY O~_ I,hereby certify that the foregoing is a just and true statement of funeral expenses and other debts of the decedent,,for which I was legally responsible and which I did payout of the property herein taxed.I further certify,that to the best of my knowledge and belief,these same debts will not be claimed by any other person,for inheritance tax purposes.'., SCHEDULE OF DEBTS Date Paid Nome of Payee Description of Obligation Amou'1t~Paid I$Jo~/()bo"""hI ~..."./.-?/......~-4./,.7'£,5f;;;/,O.0 0 TOTAL $:',Z ·00