HomeMy WebLinkAboutOC1971-0404 - ESTATE OF VERNO SRRCC-134 (1-69)
...COMMONWEALH./"O'<'PENNSYLVANIA',~.~•.-DEPA'I'<TMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
'.~,\.'~. _l
JFFICIAl NOTIC-E OFINH'ERITANCE TAX
APPRAISEMEHT AND AS'SESSMENT OF .
.AiSSETs NOT SUBJECT TO ADMINISTRATION'
J
Date:..:!iiMa2&.:rc~h>A.....!::2oJl.9.,.,-:1=...97u..=1"--_
County __~lVI.t:lA..:ls.u.J1.Lml'.ll,1C..l.IT1.JPM::J:L.._
Q~.\4 9Ci ..{5"~J](....
TO:....MRS..ANTHONY DE FIE .
1r!f'AJ1..).~l ~~.
County File No._
Bureau File No.C3 -il-Lfoy
We have received notice th(Jt,~XtlbID~mXXn:XXXXxxXXXXXXXxXXXXXXXxxxxxxxxXXXXXXXXXlQ
on.'.F~r'btary2".19.71....,yOIl c(]lt1eintoown~rshipof certain'property through r ~JOO!
~~~through t:'ansf?r from JOlIN VliliN0 1 8H.1 Deceased.
Under the Inheritance and t:stat~i ax Laws of t~e Commonwealth of Pennsylvania such transfers are taxable
and the liability for the payment of the inheritance tax due is i,mposed upon you,as transferee.
The property on which tax is her~byassessedcc.nsistsof:.Jt.Savings Account #1604 held in the
SLOV;~NL'l.N.SAVINGS AND Lotn ASSOCINl'IOli,STR./t13ANE OFFICE,STHAB Al\IE,PENNSYLVANIA.In
the names ,of JOHN VERNQ.Eli.ORMRS.iUUHQNY.DE FIFE ANn HES.ET.EANQR ROSS AND MRS.IWs.E
SPHANOD MID tJOHN VERlID,JE.Opened 8-17...56.Bs J (moe as of da,te Qf'death,.$4,930.OS
appraised by the COh1mo~wealth,oJs of the date ofdeath,at $4,930.08
1/5 %of this amount is taxabl~at the rate of 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
.DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NI:T TAXABLE AMOUNT
$----------
AMOUNT OF TAX DUE
ASSESSED BY:_
(Agent for the Commonwealth)
-----------_.
$================
_____~.'1.4.......__
/166-
$TOIAL AMOUNT DL E
APPR AISED,BY:_\........;;;..==:;";:£*-"ft/cL·::::(4A,"=,::.:.Jl~/-:l',{-::'d.~./-',L.>fi+:=;'~::::::/:::L·4,-----
(Inheritance Tox Appraiser)
o If you pay the above amount within three (3)months
of the date of death of the dece-denr,or on ot
befote Nay 2 .'1911,you may decuct a
discount of 5%of the amount 0):tax due,or
D This tax became delinqu~nt,=ifteen (15)monthS
.aft~r the date of death and,ir addition to the
tax,statutory interest at the r<lte of 6%of the:
tax per annum is also due as.)f *~
19_·_._in the amount of
*If the tax is not paid by the Jbove date additional
interest is due at the rate of Q%per annum urtil
paid
INSTRUCTiONS TO TAXPAYERS
Make checks or money orders pa:'Jble to:
(7)~\j/~J J./.OS-
J?/C(7J(
To insure proper credit to your account
this Official Notice must accompany
your payment.Mail or bring it to:
I ...~.,
COURT HO..;~t
WASHINGTON,PHJNA.153jj~
':'-
If you have already paid this tax to an executor,administrator,attorney or other personal representative of the
decedent for forward ing to the Commonwealth,Iist below the date pa id,name and address of the per.son)o whom ,'.,.-'.,~you made payment,their official title and the amounf:'-,.,',,....-.~--
Date Paid Name and Address ofPayee'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 qual ify as deductions against the gross value ofthe property in the computation of tqx 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 c;Jllow
those which 'he det~rmines 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 su~h 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 requ ired)
SS:
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.
SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__.
Signature of Taxpayer
REPORT OF REGISTER OF WILLS
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 $--------11
Date of Approval:_
Register of Wills
-.·L :'"..,,-;.:c·'"'/''''.'/"'''''''d,'>Fonn RCC-2
DEPA6~N;OF REVENUE
COMMONWEALTH (·FPENNSYLVANIA DATE ...........A:pril....19.,.....1971..............................
...~-TAXRESIDEN'I INHERITANCE COUNTY ...............W~~J~P.:g:t..9.~....................................BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO.63-71-404...................................................................................~...........
Whereas.........................................J.ohn..yer.no....s..r..................................."..........................late of Ganonsburg.......,.......................................................................................................
in the County of ......................".........."".~~~~.!.4..~.~gP.:...........................................................Common'wealth of Pennsylvania,having died on
the .........................................s..e..c.Qnd................................day of .............f.§l;?~.:r.y.....................................19....7.:1:.•seized and possessed of an estate
subject to Inheritance Tax under he laws of the Commonwealth of Pennsylvania;
Therefore.I,...................,..............FRAfiCES....L.E.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 gro",ing Ol::t of said estate.hereby file the following appraisement:
In the event that any future interes·.in this estate is trEonsferre:lin possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for Ufe or for years,the Commomvealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the lawful collateral late on any such future in~rest.
Unit Appraisement
Description of Asset Values Made for Inharltan::e
Tax Purposes
$
Jt.Savings Account #1604 held in the SLQVENIAN SAVINGS AND LOAN
ASSOCIATION.STRABANE OFFICE.STRABANE.FENNSnVANIA.In the names
JOHN V ERNO SR.OR MRS.AN'::'HONY DE FIFE AND MRS.ELEANOR ROSS AND
MRS.ROSE SPRANDO AND JOHN 'fEHNO.JR.Onened 3-17-56.Balance as of
dpte of death $1...9'10 OB 4,930 08
,
I
I
fonn~;:~hbl:~::fJ.i:~a~1iqr~:'~~o~~~~~e~~~i:;-=IS~
Apt·raiser
............................................................................................................,......................................................
~(Number and Street)
Penna................................................~...................................,
( t Oftl"e)
'-
"
Wa.shingt,op ....H .County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
...:r:<:>!lr.l.YE:l~.I.l.'>.?..~~.•..
Deceased.
Late of
...gt:l!:l<:>I.l.:s.l:>.~g .
Date of Death 2-2-71J••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••••
Appraisemel!t Docket VolOJ •••••••.••.••••••••••••••••••••••••••••••••••••••••••
!.
Page,.No..?'J.-:::7.!='±g~.
·r~
(
\
I·
".~
Filed in Register's Office,.J.\.P.:r.~;:L.+.9 J9 .7::l::
Amount of tax dlle,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,H ..
Wrote abo.lIt Appra.isement,H ••••••H .
Appeal f"om Appraisement,.
Entered and charged,.
,
Ir.
l,
)..)
I.,
RCC-134 (1-69)
COMM,ONWEALTH OF PENNSYLVANiA
'DEPARTMENT OF REVENUE
.BUR>:AU.OF COUNTY COLLECTIONS
INHERITANC'E TAX DIVISION
,.,._.•',.,-:.....'I ~_'
OFFICIAL NOT OE OF''1WHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
Ass·eTs;Not SUBJ ECT TO ADMrNISTRATION
Date:-March 29,1971
C·t lvashingtonouny--=-_
County Fi Ie No..3 t:-/~Q -Y
Bureau FileNo.\-~3 -7 j-"11))t.
We have received nO'ticethal,~~~~l~~~~~~XXXXXXXX:XXXX<~XXXXXXX)L'{XXXXXXXXXXXXXX
on February 2 '...19,71",'{O"J -tame ,i'h'to 'ownership 'of :ce'Hain propert)'through~~;Qf~m~3
~XK~~~~y~Kl~~X transfer from,JOHN VERNO,SR.,deceased.
Under the I'nheritance and Estate.'Tax Law's o'ft~eCommonwealth of Pennsylvania such transfers are taxable
and the liability for the paymen't ot 'the ihheHtahcetox due is imposed upon you,as 'transferee.
Th ···t h'h ·t'·"'h"b '.',..d'.,.,'.':f Jt.Bank Account #1604,held in theeproperyonWIcaXISe·"e ,y assesse ccnsists 0:..•.....'.,
.SLOVENIAN SAVINQ~.._A~l?19.M~_~§SQCIi\TI..O~,;::;S;::;;-TRAn7;:B;='A-;';N:;::;-E~O"'F=i;:F"-:;;:I*CErri';;;;;",rSr;;;T;n"RA""J)~A"'N;T:Er-,~----
~1RS.ELEANOH ROS~Cl~d~~l~.}~OS~~P~NJO.and JOHN VERNO,JR.Opened,8-17-5E •
.Balance as o.f date of d.eath,.$4,9'30.003.
IPpraised by t~e tom~on.~~'alth:~Mihe dllte;of c~a'th,(It $..4,930...98....,
/ 5 %of this amount IS taxable (It the rate of .....,....'%
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
ASSESSED BY:=''';;:;''';-'='--=--~'=.''---'-=--~__---=--_
(Agent for the Commonwealth)
DAt:jE OF ASSES$MENT
TAXABLE AMOUNT
LESS':ALLOWE'D D'EBTS
NET tAX,ABLE AMouNt
AMOUNT OF TAX DUE
o If YO'U pay the ahove aiWount wi=hin three (3)morths
of the dat~of de.Qthof the'd~clent,or 6..,0.r
b·f'.I.lay ~19 "{1.'..'"'.d'd'"t .e ore ""..'H",_',you may e uc a
discount of 5%of the arrl'oi.lflt of '~'ax due;br
D This tax become delinquent,fHeen (15)months
after the date of death and.,in addition toth'e
tax,statutory interest at the i'tle'of 6%of the
tax per CitlriiJm is als6 due as of *__--'--__~_
19--·_"in the amount of
*/f the tax is not paid by the dl>cve dote adclitior,al
interest is due ilt the rate of 6''-2 pel'Oiinum uhti
paid
~.'TOTAT""AMOUI~t DUE
,,/
APPRAISED BY:.•'.../C--(-ry.....--:"",,):::::-:'.-:-:.
(lnher'iHirice lex Appraiser)
,246.51$..._.
14.79
.74
~__.h_._._"""<.....--~----------
)~0:!T ...-,.
14.79
...-----------
,~__.~.r------------
$=::::::::::=========~=''C
b
To insure proper credit to your account
this OffiCial Notice must accom:Jany
your payment.Mail or bring it to:
1f(~r1AU~
AeE..~jt fOn nIE COr:.~liWf.li"JEi-1\LfH
GOUJT H~USE
W4S1flt~i:mrJJ~1 iPiJM!k-~~il
If you have already paid this tax to an executor,administrator,attorney or other personal representative of the
decedent for forwarding to the Commonwealth,lis....b.elow.the date paid,name and address of the person to whom
you made payment,their official title and the amourVC •
Date Paid Name and Address of Payee Official Title AmountPaid
55:
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 requ Ired)
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 di.d 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__.
REPORT OF REGISTER OF WILLS
Signature of Taxpayer
I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I
have aHowed deductions listed above in the total amount of $...
Date of Approval:_
Register of Wills
..
RCC-134 (1-691
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
.BUR~~~OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
OFFICIAL NOTI':E OF £N~!RITANCE TAX
APPRAISEMEHT AND ASSESSMENT OF
ASSETS NCT SUBJECT TO ADMINISTRATION
Date:__~;;,;.fa;:;:.r::....c;:;.:h:.::........:2::.:9:.....i,!.........::l:..;:9....:.7-=1:..-_
County __---.:.'<l:..=a:.:s:..:h.:.:i::.:n~g:a.:t:::..:o::.:n:.:.-----
County File No.$?-2{;02 -Y
Bureau File No.~g-'?I-"'I~.y
AMENDED ASSESSMENT
We have received notice thet,a1S~IUI1Klif\!EL'aBtJnQKXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX
on February 2 19..2l.,y,ou came intc owne~ship of certain property through IDj.OO~'CtlHt..~~~
N~~OC~~IDPXxocflIt~~,,x transfer from,JOHN VERNA,SR.,Deceased.
Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvanio such transfers are taxabl~
and the liability for the payment oJ the inheritJnce t'lX due is imposed upon you,as transferee.
The property on which tox is hereby assess~d consists of:Jt.Bank Account #1604,held i.n the
SI,ovENIAN SAIINGS.AN:JH LOAN.ASSOCIAIIQN.STI\ABAl'fE OFFICE,.STRABANE ,
PENNSYLVANIA.Iutb~na.nle~QfJOH~·VERNO,.S1\.or killS.ANTHO~ty DeFIFE and
MRS.ELEANOR nOSSand }iHS.ROSE SPHANDO and JOHN VERNO,JR.Opened,8-17-56.
Balance as of date 0:death,.~~4~,~9~30~..•~.0~8~.~~~_
appraised by the Commonwealh,as of the datE'of de:lth,at $4,930 •.08
1/5 %of this omount is taxQble at the rate:>f 6 %
ORIGINAL ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DUE
o If you pay the above amount within three (3)months
of the dote of death of the decedent,or on or
before May 2 19 71 ..you may creduct a
discount of 5%of the amounl of tax due,or
o This tax became delinquent"fifteen (15)mo',ths
after the date of death and,in addition to tbe
tax,statutory interest at the-rat.e of 6%of the
tax per annum is also due as of *~~~~
19__in the amount of
$__2....:,,4..:.,.6•.:....:5:..:;:1:.---_
14.79
_____·14._....__
-------------
$-~------
ASSESSED BY:_~_
(Agent for the Commonwealth)
*If the tax is not paid by the above date additional
interest is due at the rate of 6%per annum unti I
paid
"---/TOTAL AM~/~~T DUE
APPRAISED BY:~7',.)-/:e..--
(Inheritance Tax Appro iser]
$14.79 $===============
INSTRUCT.IONS TO TAXPAYERS
Make checks or money orders.payoble to:
----~}#iY"f I zJ.uS;
0;~/~/Q7/
~xi:4{9¥A/
&/1'#/;;f790
To insure proper credit to your account
this Official Notice must accompany
your payment.Mail or bring it to:
/-
~HfiM~')
AGENT FOIi T~~E Cm¥H~~ONWEALfH
.'~G-~URf HOUSEWASH'~NG:fO",,pl.fniAI _,c.'1530r~1 ,1
If you have already paid this tax to an executor,administrator,attorney or other personal representative of the
decedent for forwarding to the Commonwealth,li~be,lo',"!the date paid,name and address of the person to whom
you made payment,their official title and the amourtf.'II
ial Title Amount Paid
nt,you personally paid funeral expenses
rty herein taxed,such amounts expended
erty in the computation of tax due.If any
nded that you itemize the payments below,
ill examine the debts claimed and allow
uted and you wi II receive an amended
ribed above and can furnish proof
xecutor,administrator or other
n of the general estate of the
igation Amount Paid
-,
TOTAL $
ired)
oregoing is a just and true statement of
,for which I
in taxed.I further certify,that to the
ed by any other person,for inheritance
Si gnature of Taxpayer
ILLS
e county,do respectfully report that I
0
Register of Wills
~"
Offic
Description of Obi
SCHEDULE OF DEBTS
SS:
(attach separate sheet if requ
Name and Address of Payee
Name of Po ee
Date Paid
COMMONWEALTH OF PENNSYLVANIA)
COUNTY 01:_
I,hereby certify that the f
funeral expenses and other debts of the decedent,_
was legally responsible and which I did payout of the property here
best of my knowledge and belief,these same debts will not be claim
tax purposes.
Date Paid
SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF
____________19__.
I,the undersigned,duly elected Register of Wills in and for the abov
have allowed deductions listed above in the total amount of $__
REPORT OF REGISTER OF W
Date of Approval:_
THE THREE TESTS WHICH MUST BE MET ARE THAT:
2·You actually paid these debts out of the account or property desc
of such payment,if required,and.
Under certain circumstances,if,after the date of death of the decede
or other just debts of the decedent,with funds derived from the prope
by you may qualify as deductions against the gross value of the prop
such expenditures meet all of the three following tests,it is recomme
execute the affidavit,and return this notice.The Register of Wills w
those which he determines to be proper.The tax will then be recomp
assessment of tax.
3-These same debts are not also claimed,for tax purposes,by an e
personal representative of the decedent handl ing the admin istratio
decedent or any other transferee.
1 -You were personally legally responsible for these debts,and
~~~..'.':'.".
Fonn RCC-2
DEPARTMENT OF REVENUE
BUREAb-OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17 12 '1
COMMONWE..!LTti OF cpENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ·..Ap:ril l.9.."l.9.i~l .
COUNTY It!.?.:.:?.N:.!1~.C?.!1:..
FILE NO ?~:7..~:~~_..
Whereas..J.:Qhn y.~;r.n9.?:r..L late of g.~.?:t:~?~~_ .
in the County of Washingt.on Common\\'''ealth of Pennsylvania.having d:ced on
the ~.~.~g~.~_day of ~~~?:.~.~?19 ?~seized and possessed of an estate
subject to Inheritance Tax lJlder the laws of the Commonwealth of Pennsylvania;
Therefore.I,..........................................FRAN.CES....LEO...................................................,an appraiser duly appointed according to law,
having been designated to :1lake a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all annuitiH.and life estates gro\\ing out of said estate,hereby file the following appraisement:
In the event that any future interest in this estate is tre.nsferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for life or for years,the Commomvealth hereby expressly reserves the right to appraise and assess trll.nsfer
inheritance taxes at the lawful collateral rate on any such future interest.
Description of Anet Unit Appral';ement
Velues Made for Inheritance
Tax P .rpoles
$
Jt.Bank Account #1604 held in teh SLOVENIAN SAVOOS A..\lD LOAN
ASSOCIATION,STRABANE OF'FleE,STRABANE,PENN3YLVANIA.In the names of
JOHN VERNO,SR.OR MRS.ANTHONY DE.FIFE AND MRS.ELEANOR ROSS AND NRS.
I
ROSE SPAFi.ANDO &JOHN VERNe"JR.Opened 8-17-56.Balance as of date of ,
I
death $1..910 08 4,93C 08 I
Jt.Bank Account #1604 helj in the SLOVENIA~'SAVINGS AND LOAN ASSOC,
STRABANE OFFICE.STRABAJ\'E.?ENNSYLVANIA.In the nanes of JOHN VERNO,
ST OR MRS.ANTHONY DEFIFE AND MRS.ELEANOR :tOSS AND MRS.ROSE SPRANDO --1--._-
8l\Tn .rmm Trw,Rl\l('.TR A _.~_17_r:,h Balance .3.5 of date of death...
$L 9'10 OS 4,930 08
,
,
,
Having been duly swo.rn accolcing to law,I do hereby certify that the above appraisement is made in con-
fonnity with law on this ............................./q~day Of~~~....zd~?<.
..Apprai8er
..................................~........................................................................................
..................................................~~.................................Penna.
IPo Ofllee)
_.
..Washington.County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
John Verno,Sr.
Deceased.
Late of
Canonsburg.,-.
Date of Death,2~2~7.l L.
Appraisemel!t Docket Vol.,38 .
Page,J~?~4.........No ?~::?.~:~~
Filed in Register's Office,~?:r::~.~~?J9.?~.
Amount of tax due,$.
DEPARTMENT OF REVENUE.
Received,
Examined and Approved,.
Wrote abo.llt Appra.isement,
Appeal j,.om Appraisement,..
Entered and charged,..t
1
't,
wi
RC C-43 (4-69)
COMMONWEAL TI"l 01=PENNSYLVANIA lFC£/V£D
DEPARTNENT OF REVENUE COUNryU~£~1U OF
HARRISBURG t-OLL.fCTIONS
/fAll II
220 PH 7/
J
910 t)/
o<¥l,s!@t'%=
S1",L)~(S -::;;-7/)::
NOTE:TO BE SUBMITTED IN TRIPLICliTE
Pennsylvania Departnent of Revenue
Bureau of County C:lIlections
26 S.4th Street
Harrisburg,Pennsy:yania
Dear Sir:
Pursuant to S~ction 742,Pennsylva:lia Inheritance and Estate Tax Act of 1961,
we herewith submit rhe following re)ort:
NAME OF REPORTING I <l1 0 ~~
FINANCIAL INSTIlUTION SlOVEn;an Say;ags aad Loan Association LO I j 01
ADDRESS 1 Q7 La_t_l_'rr;_.e_r..=..::A:':::Y:.::le:...n_u_~_,_S_t_r_a_b_a_,n_e_,_p_a_"_1_S'_36_3 'I'"\IfACCOUNTNO.OF JOINT,r.)
TRUST OR INVESTMENT DEPOSIT 1604
NAMES ON ACCOUNT
OR INVESTMENT ,Tobn Verno,f,r.or Mrs.Anthony DeFife and
Mrs.Eleanor Ross and Mrs"Rose Sprando and
DECEASED JOIN-DEPOSITOR John Verno,Jr",
TRUSTEE OR ,INVESTOR ,John Verno,Sr.
ADDRESSANDCOUNTY 182 E.Pike Stree-:;,Canonsburg,Pa,15317,'Washington Co"--DATE OF DEAn..FebrlJ@ ry 2,1971
SURVIVING DEPOSITOR,
BENEFICIARY O~INVESTOR Mrs"Anthony DeFie and l\1rs"Eleanor Ross ane
lV:rs"R.ose Sprando and John Verno,Jr.
ADDRESS _
RELATIONSHIP TO DECEDENT__---::::c:.:.:h~i=ld=r:...:e=:.:.n::..__
DATE DEPOSIT :R INVESTMEN j
WAS ESTABLISHED E-J 7-1956
BALANCE,INCLUDING INTEREST
DUE,AT DATE OF DEATH $4~,..:;..9.:;..30_,,0_8 _
tIJtwr:f~'
Signature TITLE
RCC-134 11-69)
•COMMONWEAL TH OF PENNSYLVANI...
D1?'PARTMENT OF REV~NUE '-
BUREAU OF COUtUY'cbTtECTION~
INHERITANCE TAX DIVISION
OFFICIA_NOT C~'OF H!HERITANCE TAX
APPR,AiISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
15317CANONSBURG,PE~1SYLVANIA
TO:....:..JO;::;..:H=N.:..-:..V=ER:.:.:""N=TO;....'l,,----=-JR:..:..::-._~_~
183 E.PIKE STREET'
Date:March 29,1971
Count,y lvashington
County File No.cJf\!(,;t -y"
Bureau File No.~J -2/-4/0/
We have received notice t~EJt,d\S,'{dCreuCU)Ili~~.lHhXolXXXXXXXXXXXXXXXXXXXXXXXXXXXXXJL,,{XXXXX
on February 2 191L,you came into ownership of certain property throughDgK«~.xl(,*'X1i~~;0r~1K
~HmmJlti~~~dK!»X transfer from,JOHN VERNO,SR.,deceased.
Under the Inheritance and ::state Tax Laws of the Commonwealth of Pennsylvania such transfers are taxabl~
and the liability for the paym:!'flt of the inherit::mce tJX due is imposed upon you,as transfere,e.
The property on which tox ~hereby assess~d consists of:Jt.Bank Account #1604,held in the
SLOVENIA SAVINGS A~~LOAN ASSOCIATION,STRABANE OFFICE,STRABANE,
PENNSYI,VANIA.In :tbe names of JOHN VERNO,SR.or MRS.ANTHONY DeFIFE ar:d
MRS.ELEANOR ROSS and ~ms.ROS3 SPRANDO and JOHN VERNO,JR.Opened,8-17-56.
BALANCE AS OF DATE :FDEATH,$~4~,9~3~O~.~O=8~.-=~___
apr raised by the Commonwea,l "~,as of the date of death,at $4,930.08
1/~.::l--%of this amount is ta)C.Cble at the rate',.f 6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
$_--:::..24..:...;6:::..=e=5=1 _$--------
AMOUNT OF TAX DUE 14.79:---
D If you pay the above amount within three (3)month!;!
of the date of death of the de:edent,or on or
before May 2 19.71 ,you may dE-duct c
discount of 5%of the amount :>f tax due,or e74-----------
o This tax became delinquent,~ifteen (15)mon-hs
after 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*-_
19__in the amount of
$================
(Agent for the Commonwealth)
---,-/_1._qs-
14.79=======---=-====$
AS~ESSED BY:__--------------
*If the tax is not paid by the :lbove date addit;onal
interest is due at the rate of 6%per annum until
paid
TOTt.L AMOUNT o.UE
APPRAISED BY:~.....-c''-""s?~
'(Inheritance ox Appraiser)
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payaUe to:
~-K/"/c1cf-
~d~/97/
!f?e-f JlN</7?'<;"
To insure proper credit to your account
this Official Notice must accompany
your payme.nt.Mail or bring it to:
1?~1fAU.~
AGENT FOR THE nw r~~.
COUaT ~:O ..~::
\4JASHINGTO~t PEHNA.16301
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 and the amoun'C ,_:"c_,_·.'"'.""'~,.....~,--..~
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 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 handl ing the admin istration 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 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 same debts 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
Signature of Taxpayer
I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that'
have allowed deductions listed above in the total amount of $"
Date of Approval:-,.._
Register of Willis
·'..'..,""":"'..Fonn RCC-2 .~~.
COMMONWEALTH OF PENNSYLVANIA DATE A il 30 -'lll
~..........,........pr.....................9......"=',................................I D!.'PARTMENT OF RE'\1ENU~-I RESIDENT INHERITANCE TAX COUNTY ....,W.~~h:i:pgt..Q:l1 ..........................,..BUREAU OF COUNTY COLLECTI:JNS ...............
HARRISBURG,PENNA.11121 APPRAISEMENT FILE NO•63-71-404........................................................._....................................':"
I
Whereas,."............",'....',..................!!..9.);m....v.~r.n9......................................','..,....,....""",........late of Canonsburg...........................................................................................................
in the County of ,........."",..,.................,.....~,.....w~,~.h;t.p.gt.~m".........,..............................,........Commonwealth of Pennsylvania,having died on
the ".,........."...,..............l3,.~.G.9ng",....................................day of ...............I~l;>:r.P.,~.r.Y ............"."...,",...."....19...7..~,'seized and possessed of an estate
subject to Inheritance Tax ur:der the laws of the CJmmonwealth of Pennsylvania;
Therefore,I,FRANCES LEO an appraiser duly appointed according to law,......................................,......,.,.,...,.......................................,............................".........,
having been designated to Jl:ake a fair and conscionable appraisement of the said estate,and to assess anj fix
the cash value of all annuities and life estates growing out of said estat-e,hereby file the following appraisement:
In the event that any future 1:lterest in this estat~is transferred in possession or enjoyment to collateral heirs of the decedent after
the expiration of any estate for l1fe :>r for years,the Commonwealth hereby expressly reserves the right to appraise and assess trarlsfer
inheritance taxes at the lawful col1J::eral rate on any such fut-lre interest.
Unit Apprall6mentDescriptionofAllotValuesMadefornherltance
Tax Pl.rpoaes
$
Jt.Bank A~ccount #1604 h€ld in the SLOVENIA SAVINGS AND LOAN ASSOC.
STRABANE OFFICE.STRABAlE.F£NNSYLVANIA.In the names of JOHN VERNO.
SR.OR MRS.ANTHONY DE F:FE AND MRS.ELEANCR ROSS AND MRS.ROSE
SPRANDO AND JOHN VERNO.t."R.Onened 8-17-56.Balance as of date of
death,$4,930.08 4,930 b8
,
,
,
.
,
form:;;v~~hbl::~:~~w~acc_~~~lt·~::o~~~~=~~t~":~~7~
A raiser
........................................................................"~.,....,.,...................................................................
~)(~1l.er -}StreeU'
"....,....,."....",......',.."".....,...···..·..·..·ip~~·..c;fli(fl·············........·.._·..·....···,·,Penna.
WASHINGTON County
-I
i
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
JOHN...VERNO,....SR•.............................................
Deceased.
Late of
CANONS.B.TJRQ .
Date of Death,2.:":'.?::::TL...
AppraisenIel!t Docket Vol 38.,.
Page,~.9.?~4 No ?3...-::.T+.::::494 .
Filed in Register's OfJice,....~.Er.~~.~....~?.......19 71. . .
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,..
Wrote'abo.ut Appra-isement,..
Appeal f"om Appraisement,..
Entered and charged,.'t