The URL can be used to link to this page

Home My WebLink AboutOC1971-0151 - ESTATE OF DESIMONEFonn RCC-2 COMMONWEALTH OF PENNSYLVANIA DATE .......:Ii:.§p..r.~;r.y.....~9..J.....:!~.9..7~...................... DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX .......W.~.~.h.?P..~~.~............................................~COUNTYSUREAUOFCOUNTYCOLLECTIONS HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO.........9.?:7..~.:~.?.~................................................ Whereas,..........................................Eabio....De.simone..........................................................late of ...........................g9.~~p..~g,....................................................... in the County of ......................................................Washington................................................Commonwealth of Pennsylvania,having died on the ..........................P.:;!,P.t.h....................................................day of .......................Sept.ember........................19....6.9.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,......................................ALF.RE..D....T.QS.;X..........................................................,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 transferInheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest. Unit ApprallementDescriptionofAlletValunMadeforInheritanceTaxPurpolel $ .Tt.HI'"n Ro!l.l1 k A"",..."...+1I?1 OJ,held in the PEOPLES UNION BANK & i I TRUST COMPANY.BENTLEYVILLE OFFICE,BENTLEYVILLE,PENNSYLVANIA. In the names of FABIO DESIMONE OR LUCIA OR FRANKLIN.Opened 10-18-68.Balance as,of date of death,$2,175.84.2,175 84 I form~V~~hb~':::~h:SW<l1"ll~i6~oI~~:~a~:;~~~~~~~~~:;:;iS;;:;;~ Appraiser..................7C)................................................................................................................................. ~~Umbr~s~eet)...............................................................;~.................................................................,Penna. (Post Office) ......................Wg,§htngt.qP..County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ...........................I:r.Cl:9..?:2...P.~.f?~g.~~. Deceased. Late of ...................Q:oke.b.urg . Date of Death,9~9~9..9 .. Appraisemel!t Docket Vol.,.. f Page,..No.63-71-151................................................ Filed in Register's Office,!..~.~.~~§19 ?.~.. Amount of tax dtle $J ••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••• DEPARIMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement,.. Appeal j1'om Appraisement,. Entered and charged,. , ,.J COMMONWEALTH OF PENNSYLV.AtJJ~DEPART~~~~~~VE~aE . f<gY~~~I@~S RCC-43 (5-65) NOTE:TO BE SUBMITTED IN TRIPLICATE Sepp.10,1969 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 Peoples Union aa k &.Trust Co, ADDRESS 704 Mai n St_Bent)eyvi l'e,Pa., ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT__--=2=1:.:;041...-'.,...'_.._ NAMES ON ACCOUNT OR INVESTMENT Fabio Desimone or Lucia or Franklin DECEASED JOINT DEPOSITOR,~ TRUSTEE OR INVESTOR _Fo\:.la;w.hu.1.u.o......Dl:.(;lea9i.uJmwol.Ll.i"e~_V _ ADDRESS Cokeburg,Pat 15324 DATE OF DEATH Se~~.9,1969 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR Lucia Desimone and F'ranklin ADDRESS Cokeburg,Pa. TITLESigna10f.eM.in Sf. !Sentl.y'/ill.,'..~.ts~1. PEOflES UNION BANK- ~UD TRI'ST COMP,A ~)' RELATIONSHIP TO DECEDENT_...:.:W*lf'=o.:e~·~an~d~8Xlon",--_ DATE DEPOSIT OR INVESTMENT ~.--__ WAS ESTABLISHED c:::-lB 1968 ~i BALANCE,INCLUDING INTERES~~.'~ DUE,AT DATE OF DEATH $__"",,2JIt.47~S..cIStJ+ll ~_ SEe~Oi/7':>~f''(!f.j/"t'.5.j .GI () t,.S".3h- r , RCC·l3'4 (8-65) •COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE..BUREAUiOF COUNTY COLLECTIONS •INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT UF"~ ASSETS NOT SUBJECT TO ADMINISTRATION TO:~LUCIA &FRANKLIN DESItlONE ~.,C(DKEBURG"PENNSYLVANIA 15324 Date:__-=S-=e£..pt::...:e=mb::...:.:r:........=17~,:........=19.:..:6:....:.9 _ County lfl_a_s_h_ing-=-t_o_n _ County File No._ Bureau File No.~y~2/-/-S/ We have received notice that,RO:Yf xxxnxxxxxXXXXXXXXXXXXXXXXllXXXXXXXXXXXXX on September 9.19~,you came into ownership of certain ~rC?perty through'DB~l~~transfer from,FABIO DESlMuNE,Decease •..-,~1 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. Thej property on which tax is hereby assessed consists of:Jt.Held Bank Account II 2104,held in thefPEOP1ES UNION BANK &mUST COMPANY,Bentleyville Office,Bentley\'iIle"Pennsylvania in the na.n:ee or FABIO DESIMONE OR LUCIA OR FRANKLIN.Opened 10-18-68.Balance as or Date or Death,$2,175.84. $__2.:..1.,=17.:..:5;..;;.•..;;.;,84:--__ AMENDED ASSESSMENT $_Cl...:;...,~/...;.-2S~-:..::;..J......,Y....--_~ss-/o7 130.55 D If you pay the above amount within three (3)months of the date of death of the d~kedent,or on orbef~re December 9,'19 bY you may deduct a dis!=ount of 5%of the amount of tax due,or D Thi.s 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 *c2-// 19 :.V in the amount of ~ *lfthe tax is not paid by the above date additional interest is due at the rate of 6%per annum until pa.id TOTAL AMOUNT DUE $130.55 $===~.....~?-~~=t:f==7======_ .er)APPR AI SED BY:~of'-T.-~L.-----1..,,76!~~~- INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: JJ/7 Vd /1 /1// ,L'/#/als/7Jo i-. '---- (over) To insure proper cred it to your account this Official Notice must accompany your payment.Mail or bring it to.,\W.~~tW'Si '"".li\.:.ll\.c"c',i "...E u,,·.G.a"l~~ll \\~uS£._ \.~"Q~rt-. xecutor,administrator,attorney or other personal representative H the alth,list below the date paid,name and address of the person to who"" the amount.... of Payee Official Title Amount Paid . date of death of the decedent,you personally paid funeral expenses funds derived from the property herein taxed,such amounts expended t the gross value of the property in the computation of tax due.If any ol/owing tests,it is recommended that you itemize the payments below, ice.The Register of Wills will examine the debts claimed and allow The tax will then be recomputed and you will receive an amended ET ARE THAT: ble for these debts,and the account or property described above and can furnish proof d,for tax purposes,by an executor,administrator or other nt handling the administration of the general estate of the SCHEDULE OF DEBTS Description of Obligation Amount Paid Name and Address Name of Pa eeDatePaid 2-You actually paid these debts out of of such payment,if required,and THE THREE TESTS WHICH MUST BE M Date Paid 1 -You were personally legally responsi 3-These same debts are not also c1aime person.al representative of the dec;ede decedent or any other transferee. y u have already paid this tax to an e .ecedent for forward ing to the Commonwe you made payment,their official titl!gnd Under certain circumstances,if,after the or other just debts of the decedent,with by you may qualify as deductions agains such expenditures meet all of the three f execute the affidavit,and return this not those which he determines to be proper. assessment of tax. (attach separate sheet if requi red) TOTAL $ 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,I 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 J I,the undersigned,duly elected Register of Wills in and for the above county I do respectfully report that I have allowed deductions listed above in the total amount of $• Date of Approval:_ Register of Wills r, If you have already paid this tax to on executor,adminlsliotor attorney or other personal representative of the decedent for forwarding to the Commonwealth,list belc .....the ;ate pa!d,nome and address of the person to whom you made payment,their official title and the amou"t. pgte Paid Nome and Address of Payce 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 pro pert}herein taxed,such amounts expended ;:"''rc.'by you may qualify as deductions against the gross value of the property in the computation of tax due.If any s~ch expenditures meet all of the three follawing 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·'yo~,~Slt'J~lIy pald.these .debts oul of the occount or property described above and can furnish proof o'ilJ..?u,ch payment,If requIred,and . '3:->;T'h~se same debts are not also claimed,for tax purposes,by an executor,administrator or other personaI representati ve of the decedent hand Iing the admin is tration of the generaI estate of the deced~nt or any other transferee .. SCHEDULE OF DEBTS Dote Paid Name of Payee Description of Obligation Amount Paid Beallsville Cemeter '{~"L-I.>u h School Dist."fl.I Washington County .).i.2 ~c Hill Phone :0.12.00 W~st Penn ~JW~.l.CO l(,.01....loh of Cokeburg .0 Columbia Gas Co.1.>.Vi TTMlJA 5.00 Bent1evville Flower Shop l':J.l) "lle~F':1 Ho ne 11105'.( r.1'\~n (H 1 r.n 10,. Snns of Italv ..( Cokebursr Borousrh ll.~U TOTAL S 1.551.04 (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) 5S· COUNTY OF:WA SHINGTON I,Lucia DeSimone hereby certify that the foregoing is a just and true statement of funetol ~Ip""c;es and other debts of the decedent,Fabio DeSimone ,for which I -os ie-oo,ly •0')..blf'and which I did payout of the property hereit"!taxed I further certify,that to the ~$I o'''v -••'.p and belief,these same debts will nl,t be claimed by any other person,for inheritance '01&p,'"..~ Date of Approval:~_~~"\\ •.. \-, I,the undersigned,duly elected Register of Wills rn and fo.thc above ("ounty,do respectfully report that I have allowed deductions listed a~cve In thl:'total Orl'l,un'(,f S _~LJ_. ,.)I C.'~8.'..AtA.-··-+-i-~-~Rrglsl"r of Wills