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Home My WebLink AboutOC1971-0322 - ESTATE OF ROSSIFonn RCC-2 DATE ..... A.P~.!.+. .... ~ ... t ...... J.~.It .......................... . D~rARTMENT OF REVENUE ~EAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 COMMONWEALTH OF PENNSYLVANIA RESIDENt .INHERITANCE TAX . APPRAISEMENT COUNTY ....... w:a.S..hi . .ngt..O..n ................................ .. FILE NO ......... §.~::..?..!.::.~.~-?. ........................................ . Whereas, ....... ~.l~.~.n.9..r. ..... G .. , ...... P..i.l.l.o.n .... Ro.s . .s.i ..... a/k/a. ................... late of ............................... ~~~!..~.~.~.I.l:~ ............................................. . in the County of .................. Jf.~ .. $.b.i.ngt.9.n ........................................................................ Commonwealth of Pennsylvania, having died on the ............... l.. .... S.:t. ............................................................. day of ......... f..~P.X.lJ.~X:Y.................................... 19 ... 7.!., seized and possessed of an estate su b. t t I h 't T d th l f th C lth f P I Jec 0 n en ance ax un er e aws o e ommonwea 0 ennsy vama; Therefore, I, ............... f.r.~.P.:~.~ ~ ..... ~.~.9 ......................................................................... , 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 transfer inheritance taxes at the lawful collateral rate on any such future Interest. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpo1es $ JT. HELD: .Tt: R::tnk Account #1090 held in the FIRST NATIONAL BANK & TRUST C0~1PANY, WASHINGTON OFFICE, WASHINGTON. PENNSYLVANIA. In the names of ELEANOR c. DILLON ROSSI or PHYLLIS RIBER. Onened. 1-7-65. Balance as of date of I ! I I death. $2,818.85 (One half taxable) 1.409 43 1 Jt. Held u.s. Series "E" Bonds issued in -·- the names of MRS. ELEANOR DILLON or MISS I I SlT'lA NNF. PATTT.RTTR nTT.T.()N H"'ld in t-l-u:. I SAFE DEPOSIT BOX OF MRS. ELEANOR c. DILLON I nl" PHYT.T. TS C nTT.T.ON (2) $50.00 pur 1-60. I Balance as of date of death $114.04 114 04 l:I1U(I I I I Total 1.523 47 form~;:~hb~~ ::rh~w~~~L~:· ~.~ .~~~~s;::::·~P.¥~i·=~d~~~~~ Appratser ;;?Z ...................... '"?'"" , ............. ~..................... ... .. . . .. ........................................... ~~7~:~'' .................................. , Penna. \vASHINGTON...... H •••••••••••• County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ~ffiS. ELEANOR DILLON ROSSI a/k/a Deceased. Late of ~fARIANNA Date of Death, ..... ¥..~.~.r.~.~.~Y. ... ~8, 1971 ···································· Appraisemel!t Docket Vol., Page, No. . .... 6.3~ .. 7l~.3..~.Z. ..... Filed in Register's Office, .... Ap.ril ..... 2 .. , .... 19 ... 71 Anwunt of tax due, $ .................................................................... . t" DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal j1'om Appraisement, Entered and charged, I R C C•43 (5-65) 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 tirat Natitmal Bank Ar:ul ·bat Compaut ADDRESS 200 W$$t Beau Street, Wa~hington, Pennsylvania 1,301 ACCOUNT NO. OF JOINT, TRUST OR INVESTMENT DEPOSIT_....a11~10=90~----"-------- NAMES ON ACCOUNT OR INVESTMENT Eleanor C.· DUlon or l'blllie lU.be~ DECEASED JOINT DEPOSITOR, . . TRUSTEE OR INVESTOR Eleanor C. D11lon Road ADDRESS ____ ...:..h=·ll;;_fl::...· ...;;;2:..§6:::Jii,~·Mar=· =·1=a=nna=· ;::.at....::,=e=PJ7=·=--l=vani=· =·=a:.._1=S=34=5:..___ __ _ DATE OF DEATH febl'u&rY 1, 1971 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR __ PlV:..;.;s..;;·l=l.;;;..~e;;....' -'-'-Ri;;_lj:..;.e..;..r _________ _ ADDRESS _____ B_o._~....::#-'--'-2S_6~,-~~1_e_~_a~,_P_e~-'~q~l_w_n_1_a_1~S~;;_·:.._S ____ ___ RELATIONSHIP TO DECEDENT ___ Jla»g_. -=-bte_ . ...;..r _________ _ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED ____ ----:;.J=am;;;.;;· l;;;;;.:.a\T;;;.L... ·..:.."/&.., ...;.19.:..:· 65::::· -------- BALANCE, INCLUDING INTEREST DUE, AT DATE OF DEATH $ ___ ·_.;::$...;..2,L.;81...;..8.;;...;•:.._8;:;...5 __________ _ / ;/o 7 Y'cJcv t;;: ~ cf.Y n szo~ t<F-/-.7/)= /£.3 Signature Vioe•ft'es14eftt TITLE RCC-134 ( 1-69) COMMONWEALTH OF PENNSYLVANIA D&.PARTMENT OF REVENUE B,UREAU OF COUNTY COLLECTIONS '' INHERITANCE TAX DIVISION OFFICIAL NO:riCE Of INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSat"S. NQ:f SUBJECT TO ADMINISTRATION TO: PHYLLIS BIBER DOX 256 MARIANNA, PENNSYLVANIA 15345 Date: March 16, 1971 County \vashington County File No·---::,...-------- Bureau File No. C..J' ?/-J-~ <_ We have received notice that, ~~~XXXXXXXXXXXX.XXXXXXXXXXXXXXXXXX.XX on February 1 19 71, you came into owhership of certain_property throug_h dHx!XX~J£~lH6X~"{ ~ XOC transfer from; ELEANOR C. DILLON"-R-ossr,--u-g-aEXSED-.- Under the Inheritance and Estate Tax Laws of the Commonw~alth 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. Bank Acct. #1090, held in the FIRST NATIONAL BANK & TRUST COJ..IPANY, \iASHil'."GTON OFFICE, lvASHINGTON, PENNA. IN TID~ NAMES OF ELEANOR C. DILLON ROSSI. or PHYLLIS RIBER. Opened, 1-7-65. Balance as of date of death, $2,818.81. appraised by the Commonwealth, as of the dot~ of 'death, at $ . 2, 818.85 50 %of this amount is taxable at the rate of 6 % DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE 0 If you pay the above amount within three (3) months of the date of death of the decefent, or on or before May 1 19 7 you may deduct a discount of 5% of the amount of tax du.e, or . 0 This tax became delinquent, fifteen.(l5) months aft~r the date of death and, in addition to the tax, statutory interest at the rote of 6% of the tax per annum is also due .as of *------ l9 __ in the amount of *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 $ ORIGINAL ASSESSMENT AMENDED ASSESSMENT $ __ lJ-,4_0_9...._._4_3 __ $--------------- 84.56 --~ -~.!..~3 ___ _ 84.56 $ -================ '~-~ /~ APPRAISED BY:~~,., ---.~\/<?'~ ASSESSED BY: ________ __._ ______ _ /{Inheritance I ax ':(pproiser) (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: ~ ,Y fcJ_ ..?J ~S/7// ;;?(!_ / //-?;/.? .7-< To insure proper credit to your account this Official Notice must accompany ·your payment. Moil or bring it to: 1 ,;;;:, V il· " COURT HO _,SE WASHINGTON. PENi~A. H.i3lJ\.._ If you have already paid this tax to an executor, administrator, 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 an~the amount. ·--'• . · · · - Date Paid Name and Address of Payee . Cfffielaf\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 required) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OF: _______ _ 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 pay out 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 Tt;IIS ___ DAY OF ________________________ 19_· __ . Signature of Taxpayer REPORT OF REGISTER OF WILLS I, the undersigned, duly elected Regjster of Wills in and for the above county, do respectfully report that I have allowed deductions listed abo\ve in the total amount of$ 0 \ Date of Approval: _____________ _ Register of Wills RCC-.134 ( 1-69) COMMONWEALTH OF PENNSYLVANIA DE.PARTMENT OF REVENUE BUREAU OF COUNTv' COLLECTIONS ·~" INHERITANCE TAX DIVISION OFFICIAL NqTICE,QF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: MISS SUZANNE DILLON c/o PHYLLIS H.IBER BOX 256 MARIANNA,PENNSYLVANIA 15345 Date: March 1.6, 1971 County }IASHIWTON County File No. _________ _ Bureau File No. Q __. 2/-J =i'-d We have received notice that, J;~ XXXXXX:XXXXXXXX February 28 l9-4J.,, you came into ownership of certain property through~~ transfer froin 1-ms. · EL.i!l\NOR DILLON, Deceased, 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 il)lposedupon you, as transferee. The property on which tax is hereby assessed consists of: Jt, Held U,S,Series "Eil Bonds issued in the names of MH.S, ELEANOR DIU.ON OR HISS SUZANNE PAULETTE DILLON. Held in the SAFE DEPOSIT BOX of ELEANOR c. DILLON Olt PHYLLIS C. DTIJQN. (2) $50,00 pur 1-60. Balance as of date of denth, $50 1-60 $57,02 and $50 1-60... $57,02 appraised by the Commonwealth, 'as of the date of death~ at $ l U .04 100 %of this amount is taxable at the rate of 6 % 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 befor~ May 28 19 71 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 annum until. paid TOTAL AMOUNT DUE $ ORIGINAL ASSESSMENT AMENDED ASSESSMENT $--~~J•1~lui·~04~----$--------------- 6.BL~ --___ ..!~4 ___ _ ·6.84 $ ================ ,\,) ~ APPRAISED BY: ~(.!'1:--7c.--c..Lv' ) z..e.._.,.,_.; ASSESSED BY:---------------?· (Inheritance Tax "Appraiser} · (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: ~k.~--Jo ~0/77/ ;r2 / ~ /.! ;/ FY-< To insure proper credit to your account this Official Notice must accompany · your payment. Mai I or bring it to: l! C. \, -~· r" COURT HO •. St: WASHINGTON, PEN:1A. 15lil~ u hove already paid this tax to an executor, administrator, attorney or other personal representative of the If yo dece you dent for forwarding to the Commonwealth, list below the date paid, name and address of the person to whom made payment, their official title and the amount. -~ <, ~ . . . .. ' ~ ~ ,. ' Date Paid Name and Address of Palee Official Title Amount Paid · Und er certain circumstances, if, after the date of death of the decedent, you personally paid funeral expenses ther just debts of the decedent, with funds derived from the property herein taxed, such amounts expended ou may qualify as deductions against the gross value of the property in the computation of tax due. If any oro by y such exec thos a sse expenditures meet all of the three following tests, it is recommended that you itemize the payments below, ute the affidavit, and return this notice. The Register of Wills will examine the debts claimed and allow e which he determines to be proper. The tax will then be recomputed and you will receive an amended ssment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: ' 1 -y ou were personally legally. re.sponsible ·for these debts, and 2-Y ou actually paid these debts out .of the account or property described above and can furnish proof 0 f such payment, if required, and 3-T p d hese same debts are not also claimed, for tax purposes, by an executor, administrator or other ersonal representative of the dece~ent handling the administration of the general estate of the ecedent or any other transferee. SCHEDULE OF DEBTS Oat e Paid Name of Payee Description of Obligation (attach separate sheet if required) COM co MONWEAL TH OF PENNSYLVAN.IA) SS: UNTY OF: ) Amount Paid . TOTAL $ I,_ fun was bes tax hereby certify that the foregoing is a just and true statement of eral expenses and other debts of the decedent, , for which I legally responsible and which I did pay out of the property herein taxed. I further certify, that to the t of my knowledge and belief, these same debts will not be claimed by any other person, for inheritance purposes. swo RN AND SUBSCRIBED BEFORE ME THIS DAY OF 19_. Si nature of Tax a er 9 p y 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 ,. ·~ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSY,LVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF ELEANOR C. a/k/a ELEANOR C. Deceased. ) ) DILLON, ) ) DILLON ROSSI, ) ) ( 8-7;-3~:A No. .. ~ PETITION FOR SETTLEMENT OF SMALL ESTATE TO THE HONORABLE P. V. ~ARINO, PRESIDENT JUDGE: The Petition of Antonio Rossi, a/k/a Tony Ross, respect- fully represents: 1. That your petitioner is the widower of Eleanor C. Dillon, a/k/a Eleanor C. Dillon Rossi, and is, therefore, a party in interest in her estate. 2. That the decedent, Eleanor C. Dillon, a/k/a Eleanor C. Dillon Rossi~ died, intestate, ~ebruary 28, 1971, in her home at 51 Beeson Street, Marianna, Washington County, Pennsylvania. 3. That the decedent's only survivors are her husband, Antonio Rossi, a/k/a Tony Ross, your petitioner, and the follow- ing children, all of whom are adult individuals: Carl Eugene Dillon son Phillip J. Dillon son William J. Dillon son Winifred Irene Manchey daughter Phyllis Dillon Riber daughter 1019 Hillside Trail Johnstown, Pa. 15905 18 Bradley Avenue Cuba, New York 14727 927 Shady Crest Road Pittsburgh, Pa. 15216 6816 Furman Parkway Riverdale, Md. 20840 1840 W. Cheyenne Road Colorado Springs, Colorado 80906 4. That the decedent's entire estate consists of a checking account in the First National Bank and Trust Company, Washington, Pa. in the total amount of $304.68. 5. That no Letters of Administration have been granted on the Estate of Eleanor C. Dillon, a/k/a Eleanor C. Dillon Rossi, Deceased, and it is not intended that any shall be appliEd ., for. 6. That no wages have been paid directly to members of the decedent's family under Section 201 of the Act of 1949, and no payment is anticipated. 7. That the only creditors of the decedent's estate of which your petitioner has notice or knowledge are: Shrontz Funeral Home -Balance of funeral bill $1,131:00 -547.19 paid---------------------- Frank C. Carroll -Preparation of Petition Frank C. Carroll -reimbursement of following: Filing Petition and certified copy Notary Public -Affidavit to Petition TOTAL DEBTS ---------------------------------- $583.81 75.00 8.00 1.00 $667.81 8. · That since the estate is insolvent, there is no inheritance tax due. ,. 9. That this Petition for Settlement is made pursuant to the provisions of Section 202 of the Fiduciaries Act of April 18, 1949, P. L. 512, as amended (20 P.S. 320.202) and Section 211 of the same Act, as amended (20 P.S. 320.211). WHEREFORE, your petitioner prays your Honorable Court to enter a Decree of Distribution on the within estate, authorizing and directing the First National Bank and Trust Company, Washing- ton, Pa. to issue the following checks out of the checking ac- count in the .name of Eleanor C. Dillon, without further notice, or with such notice as your Honorable Court may deem necessary, and without any grant of Letters of Administration on the Estate of Eleanor C. Dillon, a/k/a Eleanor C. Dillon Rossi, Deceased. a) John Shrontz Funeral Home -on account of funeral bill of decedent 220.68 b) Frank c. Carroll, Attorney's fee and costs of within Petition 84.00 No Balance ,'~ .. ' . COMMONWEALTH OF PENNSYLVANIA COUNTY OF WASHINGTON ) ) ) SS: Before me, the undersigned authority, personally appeared ANTONIO ROSSI, a/k/a TONY ROSS, who, being duly sworn according to law, deposes and says that the facts set forth in the fore- going Petition for Settlement of Small Estate are true and cor- rect to the best of his knowledge, information and belief. Ailon1 o OSSi SWORN to and subscribed before me this ').{., day of March, 1971. --- N""otary \lJ.C/ Washington, Washington County, Pennsylvania My commission expires Feb. 20, 1975 IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNSYLVANIA ORPHANS' COURT DIVISION IN RE: ESTATE OF ) ) ELEANOR c. DILLON, ) No. a/k/a ) ELEANOR C. DILLON ROSSI, ) Deceased. ) DECREE OF DISTRIBUTION AND NOW, this ~day of ~~~~~~~~~' 1971, the foregoing Petition for Settlement of having been presented in open Court, upon motion of Frank C. Carroll, Esq. Attorney for the petitioner, it appearing to the Court that the estate is insolvent and no inheritance tax is due, IT IS ORDERED AND DECREED that The First National Bank and Trust Company, Washington, Pa. is hereby authorized and directed to issue the following checks in the following amounts, without the grant of Letters of Administration on the Estate of Eleanor C. Dillon, a/k/a Eleanor C. Dillon Rossi, deceased, or further notice. Balance John Shrontz Funeral Home on Account of funeral bill Frank C. Carroll, Esq. Attorney's fee and costs of filing within Petition $304.68 220.68 84.00 No Balance _, -\.. 3: n ~ > z !'1 )> 3: :I ~ 0 "'tt :u :X: . z -< I ·,, ~ . (/) n )> > -i :::0 • . _., r :::0 • 0 )> r-~ r- A' ~I "'tt :X: r= c ~ 4-. 0 8-7;-t.Y;<~ IN THE COURT OF COMMON PLEAS OF WASHINGTON COUNTY, PENNA. ORPHANS' COURT DIVISION NO. IN RE: ESTATE OF ELEANOR C. DILLON, a/k/a ELEANOR C. DILLON ROSSI, DECEASED. PETITION FOR SETTLEMENT OF SMALL ESTATE ~~~ (_ ' .:. .,; :-, r:: I' I • .. .. : .. .., : - I --; ~.' .,_ ._ r--... • ~ (.t") 0 ----.. 0.) • . J -.... J . t MciLVAINE, MURPHY, CARROLL & PHILLIPS ATTORNEYS AT LAW 33 W. BEAU STREET WASHINGTON, PA. I ::;.... 4-~ c:?6' j