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Home My WebLink AboutOC1971-0441 - ESTATE OF SPERANZA"f --.-t",'" rf COMMONWEALTH"OF PENt:lSYLVANIA DEPARTMENT OF REVENUE HARRISBURG RCC-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,j /1 we herewith submit the following report:II .-Jd-/{ NAME OF REPORTING /2 FINANC IAL INSTITUTION ~pt=::t;:t:.=:sb~iU:::r:.Og;::.h~N?=a~ti~o~nal=~::......::Ba=nk~.~ tWDon.ald Offl.ef;t ADDRESS ~~~=D~Q=~=1=d~,='=a~.~1=~~5=7 ~~1A ACCOUNT NO.OF JOINT,1966368 UTRUSTORINVESTMENTDEPOSIT.....,,__..~_ NAMES ON ACCOUNT OR INVESTMENT __....:;::Mr=-:s=.'-'An't==ol=n=8=tt=eo:-·=Sp=,e=r=an=u=··:...=or~Eu=e;~"~·--:lS~pe-=ra~n~Ba=--__ DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR Mrs.Antoinette speransa ADDRESS __....;l1.;.:.:.;'_:.....;;;;.0.;:-."..::.N:z..'~L.•..::;a:..:;ox:::....::l:.:.o.:..;9,L.·.;;,;:Mo:::.:n:..::o~nal=d::..z.>_P-:a;;,:.•.....:l::.:50c·~S1.!...·_ DATE OF DEATH February 25,1971 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR iUgunEtSpe;ra.nza----=:.-_.:....-_---------- ADDR ESS __----:R=.......=D........a1iJ/LrJ....,-=Box=':::"-=1:;:O.Lo9,~Mc::::.:D::;.::o~n=a1=:d:JI,.....:P;:..::a::.s•....;1::..5~O:...::57.L.'--- RELATIONSHIP TO DECEDENT S::.;:ot=n:....-._ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED Julr 2,1.953 BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $$..;,..92_2_e4...;.;.,'_·'_ ~/oPe<Q?7:=£1t:» S-%~'('~'4--l/)';~.J't? ~r2~+< Signature TITLE _--:M=c=D;.,;:;;O=NAL='=D......,-=P:..=E=NN::.:.::S:..::Y:.=L~VAN:.=;.::I:.:,::A__1:::=:.,505'1 TO:_E...;..U;;;...;;G...;..E:...;;.;,NE_'....;S;.;;..P...;..ERA;..;,;",.,.;.N....;.Z.:..:.A _ R.D.,3,BOX 109 OFFICIAL ~OTIC\;O.f INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION Date:March 22,1971 County Washington County File No.3 t.r-/~.s--( Bureau File No.&J?-7/--s''5'/ We have received notice that,~~UQXXXXXXXXXXXXXXXXXXXXX1XXXXXXXXXXXXXX on February 2$1911..,you came into ownership of certain property through~IIJUlXU~ mlilimUilQUUDUUX transfer from.MRS.ANTOINETtE SPERANZA,deceal,d. RCC-134 (1-69) COMMpNWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE .'BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. The property on which tax is hereby assessed consists of:Jt.Bank Account #1966368.held in the PITTSBUROH NAtIONAL BANK;McDONALD OFFICE.lfcDONALD.PENNSYLVANIA. In the .name$of MRS.·ANTOINETTE SPERANZA,or EUCENE SPERANZA..Opened, July "2.1953.Balaneeas of date of death,$922.43. appraised by the Commonwealth,as of the date of death,at $__9_2._2_,_4_3 _ 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE 461.22$-~~~~~--- 21.67 $_.....:,{j.....:h;;....:/~,_02_c2.._,__ ~&tZ9£ o If you pay the above amount within thtee (3)months of the date of death of the decedent,or on or before May 25 '19 71 you moy deduct a discount of 5%of the amount of tax due,or ,.' 1.38- ---------- o This tax became delinquent,fifteen (15)months .'after the d'ate of death and,in addition to the tax,statutory interest at the rate of 6%9f the tax per annum is also due ,as of *_~~---,-~ 19__in the amount of $================ (Agent for the Co"]monwealth) $ ASSESSED BY:...,.-~--- TOTAL AMOUNT DUE APPRAISED BY~~ (Inheritance Tax Appraiser) *If the tax is not paid by the above date additional interes.t is due at the rate of 6%per annum until paid " INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper credit to your account this Official Notice must accompany your payment.Mai I or bring it to: 1?~I f /l;t-t,,~ AGz::fJT FOR THE COr:i~:Jf:.~l:.tL .... COURT HOUSE WASHlfJGTON,PEfJNA.15301 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~t below the date paid,name and address of the person to wbom you made payment,their official title and the amount.-0 _'"-...-,•.-_ ~. 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 ofthe 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:_ 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__. t 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 Wills ,I ,, If you hove alreody paid this tax to an executor,administrator,attorney or other personal representative of·th. decedent for forwarding to the Commonwealth,list below the date paid,name and address of the person to wham you made payment,their official title and the amount.'. Ogte Pgid Name and Address of Payee Official Title Amount Paid Undei'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 e!'penditures meet all of the three following tests,it is recommended that you itemize the payments below, ex.cute 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: .lft?t: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 hand Iing the admin istration of the general estate of the decedent or any other transferee.' SCHEDULE OF DEBTS Date Paid Ncime of Payee Description of Obligation Amount Paid ..J/J!/7/ UI/??~.,e6Gc~S F'tMJE.e/lL .fE,f;!/(!£.J 6,r ,S bS;,9..)' .-?/.e5".;f1AJTtJ/AJETTE ~~E,<'/lAJZ,q . ..shtl/7//ddJ ..d."eLJGE-tJS <..f/i'h'~£.-?J',o9'&v£~./t:'J(!'/6.0 D TOTAL $/6~¥.7S- (attach separate sheet If required) ,..COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OF----k1lJul LAitn ) I,f~'l"'''i ~pgr-so a.A hereby certify that the foregoing is a just and true statement of funerat ekpenses and other debts of the decedent,AN tilt NeW JP€rt4niA ,for which I was legally ruponsible and which I did payout of the property herein taxed.II 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 ANO SUB~CRIBED BEFORE ME THIS ~(.,-DAY OFIi!IN''(19/f .(JOHR1f.1.m:tm,JR.,NOTARY PuliUC McDONALD BORO,WAS11INGTON CDUNTY MY COMMI~SION lXPIRES FEB.2.1973 '/"'.RE ORT OF REGISTER OF WILLS ' I,the undersigna:.ouly elect~d Register of Wills in and for the above county,do respectfully report that I have allowed deductions listed above in the total amount of $• .~..:~~,''t:'''.- -....*;;,;;;,.,0'"~--=-=-::~ Date of Approval:_ Register of Wi lis Fonn RCC-2 ..f)EPARTMENT OF REVENUE, •-BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH..O.F 'p~NNSYLV ANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ..Ap:r::g ?9..'"~.9.J..~. COUNTY W.~.~.h:!::~gt..9.~.. FILE NO ??::::.?..~:~~~.. Whereas,J1.r..1{3..~AIl~.9..~.~~.'!'.~~.p.~~.~1!~.~late of ~.~~.?~~~~. in the County of :W~!?.h.~g~.9.P.:Commonwealth of Pennsylvania,having died on the ..?5..~?.day of f..~.1?.r.'f9.-.:r.y 19 .?~,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of PenJlsylvania; FRANCES LEOTherefore,I,,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. ...................................0.~,Penna. (Poat Olllee) Unit Appraisement ! Description of Anet Values Made for Inheritance ITaxPurpole.I I $ Jt.Bank Account #1966368 held in the PITTSBURGH NATIONAL BANK,McDONALD I, SPEHANZP IOFFICE,McDONALD,PENNSYLVANIA.In the names of MRS.ANTOINETTE 0 OR EDGE E SPERANZA.Onened 7-2-53.Balance as of date of death 922 ~3 I I I I INSOLVENT Having been duly sworn according to law,I do h~reby certify that the above.appraisement is made in ~on- formity with law on thi•...................e2,9.x.L.....day Of .......................~.......Fd?.........................~/. .........................................~......~.........~............... pprai8er ................................................................................................................................................................. Number and,Street) WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of MRS •.AN'I'.Q:J:.l'if~.r.r.~?PJ¥.Y.t.liI.~A . Deceased. Late of McDONALD.................,,..,. Date of Death,2::':':2.5::::7.l . Appraisemel!t Docket Vol .,. Page,No ??:?.~:~.~~. Filed in Register's Office,~.P.:r:~.~??J9?..~. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement,. Appeal ft-om Appraisement,. Entered and charged,. • • ,