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Home My WebLink AboutOC1971-0364 - ESTATE OF GRECO.-----~~--"~-_--c.-._----------------------------~ k~--~~3-7/-364 COMMONWEALTH OF PENNSYLVANIAD~~M~~T~F REVENUE CeUNT:Y COLtt!'1ffl;~m-u RG l),I :. J RCC-43 (4-69) ...t._t...,e~ TITLE NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County CClllections 26 S.4th Street Harrisburg,Pennsyl"ania Dear Sir: Pursuant to Se:tion 742,Pennsylvania Irheritance and E!otate Tax Act of 1961, we herewith submit t~e following report: NAME OF REPORTIt--'G FINANCIAL INSTITUTION 11110p BaKOId ..-P4 .at CO#!pIIw ADDRESS 40'•••tfA.a.....,:"Mba......a.'s.'·.....l'SOl ACCOUNT NO.OF JCINT,• TRUST OR INVESTMENT DEPOSIT SAd.'-ACtAtmt '171.;'18.5104·01 NAMES ON ACCOUNT OR INVESTMENT Hr••Jemd.e "kG 0*.~' DATE OF DEATH .,•.....,4.'1.''1' SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR __"~.t.IG.".........4-~'-"CM,.._·IM.OUilO'----------- ADDRESS II "lSi-I••••'""QltQiI,-feDUVWMg RELATIONSHIP TO DECEDENT~~-II-'1lIIlli··te;:/,.,::.·/;,...·_'_ DATE DEPOSIT OR INVESTMENT ,, WAS ESTABLISHED .,01 15.1•• BALANCE,INCLUDING iNTEREST f._J r /J.- DUE,AT DATE OF DEATH $.ftl.D ~-J~;J I v;.,} f ,::~/,9'1 #~/0 -, '1 II... I "'.I' RGC-,134 (,'I-59) COMMON~'rI!ALT~"'OFPENNSYLVANIA DE"PARTMENT OF REVENUE , •BUREAU OF COUNTY COLLECTIONS '" INHERITANCE TAX DIVISION I '->. ,4I 'i OFFICIAL NOTICE OF II'HERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINI,sTRATION __'_vA_S_H_I_N_GT..;;..0_N...I.p_PE....i'NN__TS....Y.;..;.LV_A....N...;"TI;....A~_15301 TO:-,.~JA""",~~fE"",S,---""-GREU:!...,,C~O,---_ 12 MILL STREET Date:'JanuarY 15,1971 County 'vashington County File No.J?-/.s7-2 Bureau File No.Czn l -1/-J{t ~e have received notice 'that,~~~~~~~~~~~ on January 4,19D71 ,you come into ownershil=of certain property throug!J'.>qUXKK.x~K~Itxn ~~~~~~XtX transfer from,~fRS.JENNIE GRECO ,deceased. Under the Inheritance and Estate Tax Laws of the Commor.wealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax dl~e isilmposed upon you,as transferee, The property on which tax is hereby assessed consist~of:Jt.SavinjR A~§T #171-38-1104.01 held in the MELLON NATIONAL BANKA &'TRUSiI'CO~1PANY,'SHI ON OFFICE, \J/ASHINGTON,PENNSYLVANIA~In the names Jf MRS.JENNIE GRECO or JAMES M. GRECO.Opened,1-15-65.Balance as of date of death,$731.29 appraised by the Commonwealth,as of the date of death,<It $~7w3>L,j1!o.J.w2i:!",9,,--_ 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 $_--=3:.;:6=5.:-.6.::..;5=--'__$__J=.-lIe~5;;....---:_'...;;)__ I :J..S<{00 AMOUNT OF TAX DUE 21.94 o If you pay the above amount within three (3.)months "of the datI of diat~ofthe de7~ent,or on or . before pr1 19 you may deduct a discount of 5%of the amount of fax due;or ..1.10 o This tax became delinquent,fifteen (15)months after the date of death and,in addition to the tax;~tatutory inte~e~t 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 016%per annum until paid . (Agent for the Commonwealth) $=================21.94 ASSESSEJ BY:_ TOTAL AMOUNT DUE APPRAISED BY~",.e.--.L....L_//_/':_/-.:'~,,---_/..:::Y:.:.:.../=:..."~_e-<.+~_ {Inheritance Tax Appra'er) INSTRUCTIONS TO TAXPAYERS MaKe checks or money orders payable to:To insure proper cred it to yo uraccount this Official Notice must accompany your payment.Moil or bring it to: If you have already paid this tax to on executor,administrator,atiorney.Qr other personal representative of the decedent for f.orwarding to the Commonwealth,list below the date paid,nome and address of the pel"Sol1 ,~tLwhom, you made payment,their official title and the amount.-''.''-,. Date Paid Name and Address of Payee Official 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 on)' 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 genera!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 requ Ired) SS: COMMONWEALTH OF PENNSYLVANIA) 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 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__, 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 .':\,;':~~S:\'l;"'(Jrc:-r"c-~~i - ---y'"f~I'fIl'W.fJ!h:~·•.~.~.;":T'-I~'"'.,f~"f'.""".-"........,.,,:-.........\:.\,......"T'I(.""~'~-:-:'".."~'-'",•.wi~h~~"~1readY paid this tax to on executor,adminis:trct.)r,attorney or other person'al'r~present~~~\o11-~e " et.cedeit for forwarding to the Commonwealth,list below the dote paid,nome and a~d{ess\"f the person to'whcHi C'.. you mode payment,their official title and the amount.",':. .,Qgtelqjd Name and Acdress of Payee OffiCIal Title Amount Paid ,~....j••....' .', .. ...... 'attach separate sheff'.f rE'qu Ired) Under certain circumstances,if,of er the date of death of '"leo decedent,you p~rsonally paid funeral expenses :C."or other just debts of the decedent,with funds derived frOl''~e property hereir taxed,such amounts expended _,by you may qualify as deductions against the gross value oi he property in thE'computation of tax due.If any :..,"$1Jch expenditures meet all of the thee following tests,it i,>recommended tha'you itemize the payments below, execute the affidavit,and return this notice.The Registe-of Wills will examile the debts claimed and allow those which he determines to be prcper.The tax will then be recomputed an'd ,-ou will receive an amended fassessment0 tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: I~;'~"'1-You we,e per$anollv leqallv r.s·!):>n~;h'(lI.f'H .•~~~~d~b!t,zrr:"..•&•,,,..... ~.......,-1""•••,. ~. 2·You actually paid these debts out of the account or proper'"described above-and can furnish proo« of such p.oyment,if required,and . 3-These same debts are not also cbimed,for tax purpo5Cts,b:-an executor,adllinistrator or other personal representative of the decedent handling the adninlst·ration of the general estate of the decedent or any other transferee. .~ SCHEDULE OF DE3TS Date Paid Name of Payee Descriptic'l ~Obligation Amount Paid /-~''1-71 Fffj r;:L F-u N £.rJf1..J f,V,(J).H e.f1..._V'ell-t:1.iJ [-J(t;~Y1.C;-E I.:J...S~~O "-,, .::,'.. -.._.-..~_.'---- , . -, , ]TOTAL $/.t25LJ (10 v COMMONWEALTH OF PENNSYLVANIA)ss: CDUN -I.-'hereby c thE'foregOiW!:st and.true statement of fJ'ller expenses and other debts of the decedent,.'la",(--2 ~,...o-'",for which I '¥4as egally responsible and which I did .pay out of thl'~raperty he.ein tax;d.I furt,er certify,that to the b!st of my knowledge and belief,these ~ame debts ~I not be ::Iaimed by any other person,for inheritance REPORT OF REGISTER JF WILLS I (I.'.~.SCRIBED BEFOR~~~hft'~.~,~,~,../DJ:Y OF /'..,./ .-,.o---+J~~--~-~f-{/l·td-d/1ft.~,ifA.4=:-,ON EXP,)..'I.t'\:+- (//.'NSf NDAY OF .1M,~l~i !/'SignJture of Taxfloter ...:;.,~:'1u1'bU"~'..__I. ten purposes. --------. "/t he undersigned,duly elected Register of Wills in one for tf-..obo~e county,do respectfully report that I halfe allowed deductions Iisted above in the total amount of $ Dah of Approval: Regis·er of Wills Form RCC-,2 ~ElPARTMENT OF REVENUE 'BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ~.p.~.~.~?t ~.??~. COUNTY w.g,~h.;L.pg.t..Qp.. FILE NO ~?:.?.~.:?..~~.. Whereas,~.!?.~~~np,~~g-r,.~.g.9.__late of W~~0.~g,~~~. in the County of W~§.hin.gt.Qn Commonwealth of Pennsylvania,having died on the _f~.~.1?h _day of ~~~~.:::y.19 ?~,seized and possessed of an estate subject to Inheritance Tax under the laws of the CommonNealth of Pennsylvania; Therefore,I,:r.'.~A~~Q~~,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 possessi,:>n or enjoyment to collateral heirs of the decedent after the expiration of any estate for life or for years,the Commonweal;h he.reby expressly rese:ves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future nterest. Description of Asset Jt.Savings Acct.~,#171-38-5104-01 held in the MELLON NATIONAL BANK &TRUST COMPANY,WASHINGTON OFFIC'E,WASHINGTON, PENNSYLVANIA.In the names of MRS.JENNIE GREC]OR JA}'4ES M.GRECO Opened 4-15-65.Balance as of date of death.$?31.29 INSOLVENT Unit Values $ Appraisement Made for InheritanceTaxPurposes I 731 29' 1 ~-------------------------------+---~-----t----j .....................................................~~............•Penna.~ ............Wi\.$.tP.:N.Grr.qN....................County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .............MRS.•....J.ENNIE GRE.G.Q.. Deceased. Late of "LllASHIl\G.TON . Date of Death,1':'::4::~~7.1.. Appraisement Docket Vol.,. Page,..No.63-71-364-.. -'\. Filed in Register's Office,f\.p;r;h..l..5.19 ..7J.. Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra.isement,.. Appeal f"om Appraisement,. Entered and charged,. -, t