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Home My WebLink AboutOC1971-0393 - ESTATE OF SASSELLI---, R::::::-43 (4-69) ...-) ~3-1!·--J13 COM1AONWfALTH OF .PENNSYLV4NIA st£'C£IVf DEPARTMENT OF REVENU ~:~H~;rr/,~~4;U-O~ HARRISBURG -•"i (,Y 01.'L Ef'7'f ,'y fON,[8/0 3 o/,~s l'ebl'll8l'1 17,1971 ','8 .;;}lj'l:f.'li , I J TITLE NOTE:TO BE SUBMITTECIN TRIPLICATE Pennsylvania Departffi::!!JIt of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylva,ia Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTINGFINANCIALINSTITUTION t1estern .POOl:1a•Nat/l Donk ADDRESS VOllrth e:Med.n St••M.oA=6Q","l&la·Pa.lSQ6) ACCOUNT NO.OF JCINT,.' TRUST OR INVESTME'l/T DEPOSIT 3av1ng6lccount I~S619 NAMES ON ACCOUNT - OR INVESTMENT Esther or ~Suselll DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR __-=1=8=th::::8::::,r--.,;S=8.=s:=;ael:.:1_1•i _ ADDRESSANDCOUNTY V1ctQl'l Hl11;Monongahela,Pa. DATE OF DEATH -:;;2-:....'1,...:;$_-1..:..;;1;;...·_ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR aay Sas$e:'l.i_...:.-_-------------- ADDRESS __62_1_Ftt_'_t_h_6_'t~'L'...;;;,Don_,"_Q~'.'1'I_6..L'_P...;.e...;..._l.:;;.SO.;.::.~:;.::'~_ RELATIONSHIP TO CECEDENT Son-----------------DATE DEPOSIT OR INVESTMENT WAS ESTABLIS -lED -.:::D;.;::af=:..:o==re.=.-=l9S=~L _ BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $~j9:....8..;;.)_.6..;;..S -:zPr-rr-__ !99/.,f $G~%:>//f5/ S)::~(SIS-l/)~,]/7 ",-- DONORA,PENNSYLVANIA OFFICIAL NOTICE OF INHERITANCE TAX A+PRA'fSEMENT AND ASSESSMENiT OF ASSETS NOT SUBJECT TO ADMINISTRATION- RCe:-134 ':\-69) COI\\MO~WEAL:THOF PENNS'(LVANIA \D'EPARTMENT OF REVENUE '-~B-U"li~U OF COUNTY COLLECTIONS 'NHERITANCE TAX DIVISION TO:RAY SASSELLI 621 FIFTH STREET 15033 Date:February 24 t 1971 County \vasbi ngton County File No._ Bureau File No.~3 -2/-323 We have received notice that,)Ji~~~~~dfXt:K~~~~KX.xXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX or February 15 19..1J...,you came into owner;hip ,)f certain property througlK.Xib'i}OIlxavY~H]~)·}~ X~~X~~~~IJ~~~~~K transfer from,ESTHER SASSELLI,deceased. Under the Inheritance and Estate Tax Laws of the ::omm:onwealth of.Pennsylvania such transfers ar~taxable ar.d the liability for the payment of the inheritance tal(due is imposed upon you,as transferee. The ~ro'pertr on which tax is hereby assessed consists .:>f:Jt.Savings account #15819 t held int:1e WEsTERN PENNSYLVANIA NATIONAL BANl(:}10NONGAHELA OFFICE,MONONGAEELA, PE~~SYLVANIA.In the names of ESTHER OR RAY SASSELLI.Opened,befcre 1954. Balance as of date of death,$3,983.65. ap:>raised by the Commonwealth,as of the date of death,C'$3,983.65 :·0 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT A~SES~;ED By:'_ (t.gent for the Commonwealth) DA'TE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AM,)UNT OF TAX DUE D If you pay the above amount within three (3)month~. ::>f the datt of ,~th of the detident,or on or Jefore ay 19,you may deduct a ~iscount 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 pQ;id TOTAL AMOUNT DUE APPRAISED By:d<..L-ed/~,~ (Ign~ritance Tax Appraiser) $ $1,991.83-_!....-_-------- 119.51 7.17 119.51 $-------- $============= 15301 ---' INSTRUCTIONS TO TAXPAYERS Tc insure proper credit to your account th!s Official Notice must accompany your payment.Mail or bririg it to: If you have already paid this tax to an executor,administrator,attorney or other personal representative of )he decedent for forwarding to the Commonwealth,list below the date paid,name and address"of the personto-wpomc• you made payment,their official title and the amount.-.-,,'~~-'."'r-:::- 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 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 claim~d 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 furni1sh 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 I TOTAL $ (attach separate sheet if requ ired) 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 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 samedebts will not be claimed by any other person,for inheritance tax purposes. SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__. REPORT OF REGISTER OF WILLS Si gnature of Taxpayer 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 $--------0 ' Date of Approval:_ Register of Wi lis -----------~ Fum.RCC-2 •":'!;,. D~PARTMENTOF REViNUE-~ ~J BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEAI.:TH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE A.Pr..U k~.l..97l.. COUNTY Y.v.~.~.!l.~"lg.~.2.~. FILE NO...??:7..~:-:??..?.~ Whereas,Est.hef'..·$·a.e.:;B~lll late of ;M:9.P.:9:rl:g~!,l.~~~_. in the County of W§..§Jr4'1:gt-.9P.:Corrmonwealth of Pennsylvania,having died on the +.?~.h day of E..;b.r.'U,g,;ry 19 71..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of P~nnsylvania; Therefore,I,........................................FRANC.ES....LE'O.....................................................,an appraiser duly appointed according to law, having been designated to make a fair and conscicnable appraiseme1t of the said estate,and to assess and fix th~cash value of all annuities and life estates growir"g out of said estate,hereby file the following aI:praisement: In the event that any future interest in this estate is tramferred in possession or enjoyment to collateral heirs of the decedent after the'expiration of any estate for Ufe or for years,the CommonWEalth hereby expressl~reserves the right to appraise and assess transfer inh~ritance taxes at the lawful collateral rate on any such future inte.rest. Unit AppraisementDescriptionofAssetValuesMadeforInherltan :e,Tax Purpoles $ lt SavingS account #15819 held in the Vi.'K3TEILfIJ PflIfNSYLV.\NIA NATIONAL 3A.\JK,MONONGAHELA OFFICE,MONONGAHELA,PENNSYLVANIA.In the names of ESTHER OR RAY SASSELLI.Opened before 195~.Balance as of date of death.$,.98,.65.3,983 65 i ; I I II I , I I I form~:~v:;:~hb::::%:,we>rIl~C<'()~'~~~~:~.~o~~'~=7~~t;~E:?~=~iS:::l&i? IA>praiser H •••••••••••.................................................................................................................................................. 2U~Penna...........................................Q':':":.....................................................-....., (P t OfBee) ~- .WASHXNG.'r01'JH............County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ~'r~...$A$.S.ELLI Deceased. Late of ..,.NONQNGAHEALA . Date of Death,?~;L5.~.7l . AppraisemcI!t Docket Vol.,. Page,...........................................No.§3.~7.l~.3..93.. Filed in Register's Ofjice,.AP:r:.:i:J:J.4.J9 7.:L. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. fVrofe abDout Appra.isement. Appeal ft-om Appraisement,. Entered and charged, \ i' ~\'/--... Ii