HomeMy WebLinkAboutOC1971-0537 - ESTATE OF CONICELLAG3-7!-637
i\ffibauit ®f fxrrutnr ®r ~bmintstratnr
t;tatr nf Jruusylnauta, ~ .as:
C!luuuty nf 1llllasltittgtnu \
Personally before me, the undersigned authority, a ............... D.Q:t.ar.Y. .... \1.!ril1.l.i~ .......................... in and for said
County and State, appeared .............. RQ.$..{'J.J:: . .i.ii! .... ~.Q.D.i£~l.l.f.L .................................................................. who, being duly
sworn according· to law, deposes and says that s he is the execu1roi:lOX~~x of the estate of
L.b . C . ll /1,/ L.b . ;Conicello, h h f . hd . . .. ~ .or.~o .... ,.o.r.u.c.~. . .a . .,m/. .. D.t. .. iil-........ l-.... QX:.J.-.Qr. .................... deceased, t at t e oregomg sc e ules constitute a
fib . C . 1yibo~o 7onicello complete inventory and appraisement of the real and personal estate of.. ......... QX:.J.-.Q ....... QD..-1.Q.~ ....... f!.:~-~ ....... 1. .. 9-.. ,
deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item
of real and personal estate in the foregoing schedules are determined and stated by the undersigned to
be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each
item made by the above named ExecutQriX~~
day;~~.:.::~:~~ .. ~~:;:;;: ~~~2. .... \l"·~···E~~ .... -.. G.eig-4~ .... 0..~ .. ~ .....
/ / ADDITIONAL INSTRUCTIONS
1. An inventory must be filed within three months after appointment of personal representative.
2. A supplemental inventory must be filed within thirty days of discovery of additional assets.
3. 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-33,
Over $10,000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in-
cluding Copy of Will and copy of Federal Estate Tax Return.
REFERENCE FOR ADDITIONAL COPY
Act of 1947 P. L. 513 Sec. 5.2, 72 P. S. 4844.2
1Juurutnry UlJ~ l\pP.raisrmrut of the goods and chattels, rights and credits which L~oorlo Conlcello
were of ... Li.b.r.tr..i!:! .... C.!:!ni.c.~ll.a ....... ~.&!.~l. ................ late of ..... ~.~.D:t1.~.YY..i));.~ .......................................................... .
Washington County, Pa., taken and made in conformity with the abO'Ve affidavit.
DOLLARS CENTS
PERSONAL E S T A T E
NONE
REAL ESTATE
NONE
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RCC-134 ( 1-69)
COMMONWEALTH OF PENNSYLVANIA
DEP.A.-RTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
~NHERITANCE TAX DIVISION
... q ....
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
TO: __ JO __ H_N_C_O_NI_C_E_L_L_O ____ _ Dote: February 25, 1971
5 RAMAPO HILLS BLVD. County Washington
j
OAKLAND, NEW JERSEY 07436 County File No. _________ _
Bureau File No. _________ _
We have received notice thot,~~~~~~~~~~~~~~~~~~~:~:·~~~~~~~;X;~~X~X~X~X~x5x~x~x~x~-on February 15 19..11., you came into ownership of certain property through •
~U&"\~~ transfer from, LIBOIUO CONICELLO, deceased.
Under the Inheritance and Estate Tax Lows 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 • Held U.S • Series E Savings Bonds
held in the Safe Deposit Box of LIBORIO CONICELLO or JOHN CONICELLO. The
bonds weee held in the names of MR. LIBORIO CONICELLO or MR. JOHN CONICELLO
(Son). Purffrom 10-60 to 11-63, 27 Bonds.i Balance as of date of death,
$1,411.78.
appraised by the Commonwealth, as of the date of death, at $ 1 ,411. 78
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 datlfof def~ of the d¥fdent, or on or
before ay 19 you may deduct a
discount of 5% of the amount of tax due, or
D This tax become delinquent, fifteen (15) months
after the dote 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 *------
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
705.89 $---------------$-----------------
42.35
2.12 -·----------
42.35 $===========
ASSESSED BY: __ ~_, _______ ..:._ __
(Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to: To insure proper credit to your account
this Official Notice must accompany
your payment. Mail or bring it to:
J ~/11\M~ 0 AGErif, 0 .. ToE o.OiloiO_,.,_, .
COURT HOUSE
WASHINGTON, PEtJNA. 15301
If you have a I ready paid this tax to an executor, admi n is tra~or, attorney or other persona I representative of the
decedent for forwarding to the Commonwealth, list belc-i.¥ the date paid, name and address of the person to whom
you made payment, their official title and the amount.
Date Paid Name and Address of Payee Official Title Amount Paid
Under certain c_ircumstances, 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 thti 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 THIS ___ DAY OF
-----------------------19 __ . Signature of Tax payer
0 REPORI\\REGISTER OF WILLS .
I, the undersigned, duly elected Register of WiiUj~n 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
0
J
r.cc-t34 lt·Eql l
DEPARTM~NT OF REVENUE .
BUREAU OF COuNTY COLLECTiONS _ APPRAISEMENT AND ASSESSMENT OF
INttt:RITANCE TAX DIVISION ~· . A~SsTS ~OT SUBJECT TO ADMH~lSTRATION
l:OMMON~IEAL THo;: Pc:ta'<St U'ANIA b. OFFICIAL NOTICE OF INHERITANCE TAX
-==,....=...:~;;;.--.:~;--·-~~-~ ... --... ;;;;;;;.;;-;-u;e;;;;;-;o;;r;;;;_;;;_;;;;riiii._,iiiiiiiUiiiiiiiiiiiiiiiiiiO;;oiiiii=...,_..!;;;;;;;;;o;;;;;;;;;;;;;;;;;;;;;;;;,;;;;--;;;;;;;;;;o;;;;u,;~;;;;iiiiUiiiiiiiiiiiiiiiiii;;;;;;;;;;iiiiiiiiu,;;;;.;;-.;;
TO: ___Yl.COTRlA CONI CELLO
902 1VOOD STREET
Date: --~:..:.fa=-r=-c::..:h:.=--.:1::..:6~,L-..:l=-:9::...!7~1~---
C 't Washington · ouny--------~=----------------
BENTLEYVILLE, PENNSYLVANIA 15314 County File No . ...3 3'-1 Z cf-;:v
Bureau File No.~. '1-:J.I-$.3,7
We have received notice that, o~i'O"G&W&~;Q;Jm;~~"'\:XXXX..\XX .. UL\XX..'CL'{X.'<:XXX.'XXXXL"\XXXXXXX..\
on__Februa ry 20 19..1]_, you came into ownership of certain property through JG)j.,!l(t~~~'{vh'illii~"C>dJii~\
X~J~!X.~~~xr.i@m_.'ltc~~~~ll.XX transfer from, LIBRIO CONICELLO, deceased.
Under the lnheritGnce and Estate Tax Lows ofthe Commonwealth of Pennsylvania such transfers are taxable
and the liability for the payment of the inheritor.ce tax due is imposed upon you, as transferee.
The property on w!.ich tox is hereby as~esscd cc:1:sists of: Jt. Sa·,rings Account If? 5-003169-2,
held in the UNION NATIONAL BANK OF PITTSBURGH, PITTSBURGH OFFICE, PITTSI3UTI.GH 2
PENNSYLVANIA. In the names of LIBRIO CONICELL IN TRUST FOR VICTORIA
CONICEL]..O. Opened, 8-26-70. Balance as of date of death, $18,461.85.
appraised by the Commonwealth, as of the date of death, at $ .J:b 4.~61::::..:..• .::::.8.::::.5 __ _
100 % 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
0 If you pay the above amount within three (3) mcnths
of the date of death of the decedent, or on or
I,::. [,;..-·p. ~.r ":) .,.T ":" 0. 10 71 uo•• rrtr.'-· .. ~-ri i. _,a. n ............ .n ... __.:.·•~J ~........ ..-• · 1 u .•• u; -!...~...:--• \,.;
discount of 5% of the amount of tax due, or
0 This tax became delinquent, fifteen (15) months
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 *------
l9 __ in the amount of
*If the tax is not paid by the above dote Cldclitional
interest is c! ue ot the rate of 6% per annum unti I
paid
$
$ 18,461.85 $ 18,461.85
2,075.00
16,386.85
-1,107.71 983.21
55.38 -----------
1 '107. 71 $ 983.21 ================= TOTAL AMOUNT DUE
APPRAISED BY0.~~.-~c<.-q~
(Inheritance Tax Appraiser)
ASSESSED BY=-----------------··1
(Agent for the Commonwealth)
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:
'
,-' !·
l
l
. ·. If you he ve a I reody paid this tax to an executor, admi n is trot or, attorney or other per:.;ona I representative of the
dcccd:::nt for fc-~I''Clr'Ji"J to t~o:-(0r.!n'onw!:'alth, list below the dote paid, nnnw and addres~; of lhP f!er~.r·n lo whom
you made payment, their official title and the amount. .,
Date Paid Name and Address c.f Payee Official ntle· 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 on 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
? /181197 Th0moson Funeral HomE FunerF1l exoenses, $ 1,490.00
" !1 Po" P=1 lkn n£ '::'_r
Luke's R. (' Church Church services, l.U.UU L,,
3/1/1971 0.uinet !'1onument Lo. Grave marker .1/:J,UU
? /18/197 3:o.cred Heart Cemetery Gr<we Lot and ooen1ng and ClOSlng
!Vi rt-n;c E. Riva attv same, 250.0()
fQ;c Victoria C0nicelli.Q counsel fees, l'JU.IJU
TOTAL $ ~ D'J~ go
(attach separate sheet if required)
COMMONWEALTH OF PENNSYLVANIA)
COUNTY Of ~·.~ashington SS:
)
Victoria Conicello
I, Victor E Riva , atty for I hereby certify that the foregoing is a just and true statement of
funeral expenses and other debts of the decedent, Libod o Coni cello , for which I
was legally res;';onsible 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 hot be claimed by any other person, for inheritance
tax purposes.
SWORN AI~D SUBSCRIBED BEFORE ME THIS 23rd DAY OF : June
-~-
.· , ; 19 2.4-ELJZABETH J. JOHNSON, 1'-!ct::ry .
· f ~/[~/1-·~·-;J CHARLEROI, WASHINGTON CO., PA. for
/ My Commission expires April 3D, 1973
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=---------,.-------~····-;·-·----·~-~---.. , · ·-:-------:. ----------· -~-------• .c:o P¥ o(~' ~: · ;
)
\
i
I
I
Fonn RCC-2
DATE ..... 0.c.t.ob.er ...... l.9 .. , ...... .19.7l ............. .
DEPAMMENT OF REVENUE
BURFrAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA. 1 7 1 2 7
COMMONWEALTH OF PENNSYLVANIA
R&SIDENT INHERITANCE TAX
APPRAISEMENT
NTY WASHINGTON cou ................................................................................................ .
FILE NO ........ §}~ .. 7.1.:::.$. .. ~.7. ................... -................... .
Whereas, .................... ~.IY.Rl.Q ..... C..QNC. .. IL.LQ .................................................................. late of ...................... BENTLEYVILLE ................................... ..
in the County of ............................ J:'lAS..HIN.G.T.ON ................................................................ Commonwealth of Pennsylvania, having died on
the .............................. ~.9.-~.h ............................................... day of ............................... f~:tl..~~.IT............... 19 ....... TJ. seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania· '
Therefore, I, ........................ FRANCES. .... LE.O ................................................................ , 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 A11et Valuea Made for Inheritance
Tax Purpoaea
$
Jt. Savin~s Account #75-003169-2 held in the UNION NATIONAL
BANK OF PITTSBURGH PITTSBURGH mrl~'.H:.I! Df PITTSBURGH PENNA
In the names of LIBRIO CONICELLO IN TRUST FOR VICTORIA
CONCICELLO. Opened 8-26-70. Balance as of date of death 1 A 41\1 tC\
Having been duly sworn according to law, I do hereby certify~1that the above appraisement is made in c~-
fonnity with law on this J'i.~<:!&c day of ' =~~'";, = Q , >~ ~l~~ ~
································································································· ...... .........................................................
{.. ( M umber and Street)
Penna. .................................. c) .... r..t. .. l .... !. ...................... -::r. ... ,., .... ,., .................................... ,
-'" (PojOfllee) -
.\vASHTNGT.ON . County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
n n.LIBRIO. CQNC.J~LLQ ,, •••••H••••••nonnn•••••n•HHHO•n•
Deceased.
Late of
BENTLEYVILLE -~·-· ···························· ··························· ................................ .
Date of Death, •nnn.2.~.2o~.7.l .. n•••·•••H•nnHoon•HH .. •nnno•n
A pprai seme ll t Docket v ol., nnn•38nnnn• nnnnn•HnHnnn .. n••
Page, 174--2 ... n .. n•nnnn .. No .... n6.3-.71.-5.3.7 .. n
Filed in Register's Office, ·0C·t;on·nl-9nn·J9nH71
Amount of tax due, $nn ..... n .... n.n ............................................ ..
DEPARTMENT OF REVENUE ••
)
Received,
,
Examined and Approved,
Wrote abo.ut Appra.isement,
Appeal f1'om Appraisement,
1
Entered and charged,
;_
· · ·-lo3-7/-S37 J
COMMONWEALTH OF PENNSYLVANIA Rf" D~P~RT.MENT OF REVENUE. ·• 8U{£~tEC~
HARRISBURG - -(;(;UNJ:Y COl r ,P -·
RCC-43 (4-69)
NOTE: TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Department of Revenue
Bureau of County Collections
26 S. 4th Street
Harrisburg, Pennsylvania
Dear Sir:
-·:·;;, • -•.t.:l .. ,'fOt(c: . . .~(l.fi t, '"
. 11A8r 5 2 t ~ii· • ,;;;~--JJ .. , ,, , ,~. 1;nr'71 4·--L-t:.i ' :--:~· I ( II ..
Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961
we herewith submit the following report: '
NAME OF REPORTING FINANCIAL INSTITUTION The Union National Bank or Pittsbllrgh 1 ADDRESS P. O. Box 8.37, Pittsbllrgh, Pa. 15230 & 0
ACCOUNT NO. OF JOINT, Att: George K. Steinbaugh, A6s 1t Vice President -1.0
TRUST OR INVESTMENT DEPOSIT #75-Q03170-Q(Savings) _J/
NAMES ON ACCOUNT -OR INVESTMENT Librio Conioello In Trust For
John Conioello
DECEASED JOINT DEPOSITOR, Librio Conioello TRUSTEEORINVESTOR ____________________________ _
ADDRESS AND COUNTY 902 Wood Street, Bentleyville, Fa. 153~
DATE OF DEATH Februalj' 20, 1971 SURVIVING DEPOS:::IT=:O:-:R:-,------..::...::..==-==.!!.--=.::.!..-.:::....:..::-__ ______ _
BENEFICIARY OR INVESTOR ____ J_o_hn_C_o_ni_c_e_ll_o _______ _
ADDRESS ____ 90_2 __ w_oo_d __ s_tr_e_e_t_,_B_e_nt_1_e_yv_ill ___ e_,_P_a_._1_5_.3l4 ______________ _
RELATIONSHIP TO DECEDENT.=-___ s_o_n ___ --:----.,------
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED Augu.st 26, 1970
BALANCE, INCLUDING IN:-::T:-=E-::-RE=-:S:--T----=---~---------
DUE,ATDATEOFDEATH$ ____ 1_7_'9_3_2_·9_1 __________ __
/2 73o?. f/Q ~/o __ ~ oJs-: 9 /
S% L)~ (s--o?o-//)"' S".3-¥d 4-r.~~ Sl~ture ~LE
Assistant Vice President
BEN~~ILLE OFFICE
RCC-134 ( •;-69) '-• ' l ...
COMMONWEALTH OF PENNSYLVANIA
'DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF ASSE.,TS•l~OT SUBJECT TO ADMINISTRATION
HENTLEi'.-viLLE, PENNSYLVANIA__ 15314
~,11-h-u7~31.
Date: March 16, 1971
County Washington
County File No. \?A -;z.z/-oZ
Bureau File No. r; 3 -7/ -5...3 7
We have received notice that,~~:xllrmXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX:XXXXXX
on Febrnacy 20 l9..2L, you came into ownership of certain property through
' X transfer from, LIBRIO CONICELLO, 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 imposed upon you, as transferee.
The property on which tax is hereby assessed consists of: Jt. Savings Acct. #75-003170-0, held
in the UNION NATIONAL BAM< OF PITTSBURGH, PITTSBURGH OFFICE, PITTSBURGH,
PENNSYJ.VANIA. In the names of L.!BRIO CONICELLO IN TRUST FOR JOHN CONICELLO.
Opened, 8-26-70. Balance as of date of death, $17,932.91.
appraised by the Commonwealth, as of the date of death, at $ 17' 932.91
180 %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 datl~f de~~ of the d~dent, or on or
before ay 19 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* _____ _
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 unti I
paid
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
$ 17,932.91 $------------------
1,075.97
53.80
-----------
TOTAL -AMOUNT DUE $ 1, 07 5 • 97 $ -==================
APPRAISED BY:~~--:"/_,. ~~ ASSESSED BY: _______________ _
(Inheritance Tax Appro iser) (Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:
P~ 1!,67S-fl
IL-f/ 13 c/ t .}' ;;2 1
s-;8-7:L
To insure proper credit to your account
this Official Notice must accompany
your payment. Mai I or bring it to:
AGENT FOR THE ~orJ\;JDr~h~t..,"'' -·
COURT HOUSE
WASHINGTON, PENNA. IDIOt
If you have already paid this tax to an executor, administrator, attorney or other personaJ. ~,ep?esentative.l?f the
decedent for forwarding to the Commonwealth, list below t'he 'date paid, name and address of the person to whom
you made payment, their official title and the amount. "
Date Paid Name and Address of Payee
. ' :~-
OfficiaiTitle 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)
' / '-'/-~.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 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 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, do respectfully report that I
have allowed deductions listed above in the total amount of $ --------..
Date of Approval: ______________ _
Register of Wills
Funn :lCC-2
.:
DEPAR.TMEl'!T OF a'Evumr; ,
BUREAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA. 1 7 1 Z 7
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE .... ~.;Y.: ..... J.::?. . .?. ....• .:h9..7? .............................. .
COUNTY .... ~A.~.Ji~Q~_<?.~·····························
FILE NO •...... 6J-.:7.~.::5.~t ........................ .
Whereas, ................................... b~.~~.~9. .... .G9.~Q.~~ .............................................................. late of ............... ~.~~.~~-~ .................................................... .
in the County of ..................... ~~.~~.~.~.g~9.~ ............................................................................... Commonwealth of Pennsylvania, having died on
the ............................................ ?..9:1;-.h ...................................... day of ............ f.:!!:~J:l.Y.Al:l.~ ...................................... 19 ... 7.~ ... seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
, Therefore, I, .................. ~.G.~.!?. .... ~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 Descrl ptl on of Asset Values Made for Inheritance
Tax Purpoaes
JT. Savin~s Acct. #75-003170-0, held in the UNION NATIONAL BANK OF $ 1?,932. ~1
PITTSBURG;!, PITTSBURGH OFFICE, PITTSBURGH, PENNSYLVANIA. ]n the
n::.mP~ nf' T.T'RRTO C:ONH~F.T.Tf) TN 'l'RTJS'l' FOR .JOHN L;UN ;.I!;:,LO. OPENED
8-26-70. Balance as of date of death $17,932.91
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County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
LIBRIO CONICELLO ....... , .................................................................................... .
Deceased.
Late of
BENTLEYVILLE ......................... ············· ····················
Date of Death, .... FEBRUAJ.i¥. .... ?.9..?. ..... ~.9.7! ........ .
Appraisemel!t Docket Vol.,
Page 174-2 J ••••••••••••••••••.. ..... No.
38-
63-71-537
Filed iiJ Register's Office, .... ~!.. ~~.'. ........ 19 72
Am()unt of tax due, $ ................................................................ .
. DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appraisement,
Appeal ft'om Appraisement,
Entered and charged,
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COJAMO"ft.:NEAL TH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
HARRISBURG
RC C·43 (4·69)
NOTE: TO BE SUBMITTED IN TRIPLICATE
Pennsylvania Department of Revenue
Bureau of County Collections
26 S. 4th Street
Harrisburg, Pennsylvania
Dear Sir:
fUt:£tvr
(;' 0 f) fl Pf~HA tl/1
.{j([!;l '()
f";l i fl.~
·J4R 5 J ' 1"7 ~i.J J . rr? 7/
Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
NAME OF REPORTING
FINANCIAL INSTITUTION ____ T_h_e_u_n_io_n_Na_t_i_on.al __ Bank:...;___o_f_:P_:i~tt.:.:s;.;_bur.::.:::..!:gh~
ADDRESS P. O. Box 837, :Pittsburgh, Pa. 15230
ACCOUNT NO. OF JOINT, Att: George K. Steinbaugh, Ass1t Vice President
TRUST OR INVESTMENT DEPOSIT 175-Q03169-2(Savings)
NAMES ON ACCOUNT J ~-<)
J
ORINVESTMENT ________________ L_i_b_r_io __ C_on_i_c_e_ll_o ____ I_n_T_r_u_st __ F_o_r___ ~ /'
________________ v_i_c_t_or_i_a_c_o_n_i_ce_ll __ o______________ ~ 1/d
DECEASED JOINT DEPOSITOR, Librio Conicello V __/' n
TRUSTEE OR INVESTOR------------------
ADDRESS 902 Wood Street, Bentleyville, Pa. 15314 AND COUNTY ________________________ __
February 20, 1971
DATEOFDEATH~~--------------------
SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR ____ v_i_cto_r_1a_c_on_i_c_ell_o ______ _
ADDRESS ___ 9_0_2_W_o_o_d_s_t_r_ee_t~,_Be __ n_t_ls~y_v_LU __ e~,_P_a_._1~5~3_14~-------------
RELATIONSHIP TO DECEDENT Daughter DATE DEPOSIT OR INVESTMEN-::T ___ A_ug_u.-st-
2
6-,-
19
_
7
_
0
_______ _
WAS ESTABLISHED-----------------
BALANCE, INCLUDING INTEREST l8,46l.85 DUE,ATDATEOFDEATH$ __________________ _
/t{ '7'&./ tP.s-@ ~)';, ~ /; /67 l!
S/0 ~ (S:-a?cs-7/) =--._sy J j' ~~...~~ Sl~ure TITLE Assistant Vice President
BENTLEYVILLE OFFICE
RCC-134 ( 1-69) .. '•
COM~~~~-~~~~~~~;~~~~~~LUVEANIA
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
OF.ftc;IM. NOTICE OF INHERITANCE TAX
.APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
TO: -:El.l.:e:.:IC=O:::..J!T~R~I=A...-.::C=O=N~I=CE=L~L20:._..... __ _
902 WOOD STREET
BENTLEYVILLE , PENNSYLVANIA 15314
Date: --=Ma=.r::...;c:::.:h~l~6~,~1=-9.!..:71:!!:..-__ _
County __ lv_a_s_h_i_n-=g==-t_o_n _____ _
County F i I e No. ~-'~?_-_1-LJ--.!.!._. ___;;;_;L=---
Bureau File No. ~3 -7/ -Sd2
We have received notice that, ~~Y<U~~ X
on February 20_19..7L, you came into ownership of certain property through $~a~
~~~~XX transfer from, LIBRIO CONICELLO, deceased.
Under the Inheritance and Estate Tax Lows of the Commonwealth of Pennsylvania such transfers are taxable
and the liability for the payment of the inheritance tax due is imposed u-pon you, as transferee.
The property on which tax is hereby assessed consists of: Jt. Sa'!"ings Account #75-003169-2,
held in the UNION ,NATI()NAL BANK OF PJTTSBUR9H, PITTSBURGH OFFICE, PITTSBURGH,
PENNSYLVANIA. In the names of LIBRIO CONICELL IN TRUST FOR VICTORIA
CONICELLO. Opened, 8-26-7Q. Balance as ofdate of death, $18,461.85.
appraised by the Commonwealth, as of the date of death, at$ 18,461.85
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 dote ,.£ .-leath of the decedent, or on or
before_ May 20 _ 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 *------
l9 __ in the amount of
*If the tax is not paid by the above date additional
interest is due at the rote of 6% per annum until
paid ·
TOTAL AMOUNT DUE $
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
$ 18,461.85
r ;
1,107.71 9F'3-~(
55.38
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1,107.71 s ===c;===r-J=-==.;2==/ ===
APPRAISED BY~"'"""'4 ~ .. ASSESSED BY: _____________ _
{Inheritance Tax Appraiser) (Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:
P~ 'it 9'Y:2-~
!() ~;-.J ~ 7 I
/2-L-# fi> I It, q 1
To insure proper credit to your account
this Official Notice must accompany
your payment. Mail or bring it to:
~
If you have already paid this tax to an executor, admini,strator,.attorney or other personal representative of the
decedent for forwarding to the Commonwealth, list below the date paid, name and address of the pefson to whom
you made payment, their official title and the amount. --, · '\. J •• ~.
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 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 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, do respectfully report that I
have allowed deductions listed above in the total amount of$ --------o
Date of Approval:
Register of Wills
If vnu have alrcudy paid tf.,c; 1f'7 1·J r.r ~.
" ( , ( ' ~ "'I
7uu :node poyrncnt, the
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Uader CNtoin , ;r .-.;J'I<:tJ •-: ;, rf, ·
or other just -~.:-b~._ ,",! • r ,! ·•:d. · ·
by ycu -•oy '! ,•I ..__ . (:. :· 1<'S :-
such exr,~(.n(., I Jf ~'t; ~(, '• ~I (. i c t j t
excc\Jtc the crfHlo~· •• 111d tf?'urn tr .:;
+hose which I.e d··h:l'lllllCS f·') l:e ,Jl i'-r
~ssessment 1f tc~ ..
THE Tt!REE lESl S \'/HICH i>t.L: ~-! BC: 'At
...•cr ~.~ ... ,. ishoh·r n'lorncy
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or oth~:r perS"o~~r r~prf'<>entative of the
, "d t ,I 1 • , f ' ' ~ ,.., ':'',' 1 1 o wIt o rn
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•Jncrol n,enses
' ""'O unts c x :-'·· 'de d
• I(>X due. ,f any
r<rPents bllow,
t~rcd and oilpw
on un•encled
7.-You c.:•uolly poid thuc,e dc~t... oui ot c n• o::ounl or property described above and cor• -•rnish proof
of Sl•~.:h payr'lent. d •equired, onJ
3-These sane debts ow nvt also cloi!'T' J, for tc•. rurpos.es, by an uecutor, odminisfro ·or other
~~rsonol rt;.;•escntotive of ·he dC>crd t ho'ld! · t1 • ..-odrnir.1strution of the general e~. rc of th~
decedent,:' Oi"Y c-!her lronsferee
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. ;(, '~ r_' :._. .. C f:.J.~:;.:. }_T$ _________ _
t __ __Q..:~ "P-~'.:>~ _:-~ _0:;'_9l tion
.. t'ttlf'' t•• ~~·l',t."-l~
_I Amount Paid ~
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---r ...... t-s-:nn.L.
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COUNTY OF \'ashirwtr r -----
" ' I, ... V..i-G..t....w..:."'_.L_.l~1-· n..t:..t· r~!_r_
ss.
, C'r"•it·lilc,
__hPrr·h rerlify that the foregoing is o iust an .. •n•a ~.lolcrnent of
funeral r'Xt-~n'Jes o:;d c•~ ~r • _ :·• ' ·-
v:os l~qoll rr~ .-.•r\<;tLl . ILi. 1 ~sf o{ f' ~ . ?~led<::: <..!•. :_.f lief, ''•
,, • :.-de"'-____ .l.._i.l. _:_;_,_ ~~1_k~ 1_1 r.___ __, for whtch I
y out oi the pr··,c-·• ··• · n taxed. f fJr·i !:t ct-1 •'/, that to •Ire
d ~r'" v 11 t I·~ cf'lJ'llrd ~.., c'iy ·~ther ~-·rson, for Inheritance
;,~B:JCr-IP.f-D BE~='ORE :.,E TillS_· __ _!_DAY:~.
,J tHitJ
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_______ 1 J _: 1.,....fJIZi' r r 1 J l':·: _
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I, the under!.I(Jr,.:d, .'·I~ ':'!e, '"" !( _ 3 • f ./. I:
have ollo ·\.: •. A. c. ·_ 11S', I' "'·
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Fonn RCC-2
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
• HARRISBURG, PENNA. 1 7 1 2 7
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE .... 0.C. .. t.O..b.e.r ..... l.9 .. , ....... 1.9 .. 71 .............. .
UNTY WASHINGTON co ............................................................................................. ..
FILE NO ....... ~ .. ~.: .. ?.! .. : .. :?. .. ~ .. ?. .......................................... .
Whereas, ........... : ....... ~!.Y.RJ.:.Q ..... G.QN.G.J.:.~~.Q ................................... : .... ·:· ........................ late of ..................... B.E.NTLE.YV.ILLE ...................................... .
in the County of ............................ W.AS..HJ.N.G.T.ON ........................................................... : ...... Commonwealth of Pennsylvania, having died on
the ............................ ~9..~.!:1. ................................................ day of ............................. Y..~:t'..!.'.':l.~.r.Y................ 19 ...... 7.! seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, ...................... .EM.NC..E . .S. ..... LE.O ................................................................. , 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 Purpoaes
.. $
. . '·'' .
Jt. Savings Account #75-003169-2 held in the UNION NATIONAL
BANK: OF PITTSBURGH PITTSBURGH OFFICE EJl PITTSBURGH PENNA
In the names of.LIBRIO CONICELLO IN TRUST FOR VICTORIA
CONCICELLO. Opened 8-26-70. Balance as of date of death 1 ~ .d.hl 1:1:\
,
form:!;•!;:fh b1:': ::~h:.w"'_" "j'~~~~~: ~~ o~er~~~~·=~~·~; ::;~~!:
:Appra1ser
····································································································································································
.............................. kJ.. ... tJ.A_, r:'mber ~~ ) ............................... ,
(PrJ'Oiflee)
Penna.
I
..... JifASH.ING'I'ON ..... County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
LIBRIO CONCELLO
Deceased.
Late of
BENTLEYVILLE ...... , ......................................... .
Date of Death, 2-20-71
Appraiseme,?t Docket Vol., ....... 38 ...................................... .
Page, .~74 ..... 2 ...................... No ....... 6.3.~ .. 71.~ . .5.3.7. .. .
Filed in Register's Office, . .Oct •..... l.9 ..... 19 .... 71
Amount of tax due, $ .................................................................. ..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appra.isement,
Appeal ft-om Appraisement,
Entered and charged,
21/100---... ,..,.__________________ .... dollars
representing Pennsylvania Inheritance or
RECEIVED NINE HUNDRED EIGHTY THREE and
Estate Tax due from the following estate:
From: __ _L~~~~~~~~~~~~~~~~~~~~~~~~~~L------------------------------------------------~
File No. 63-71•537
Remarks:
J)fO
S E A L
NOTE: This Triplicate Receipt to be retained for a!'S&."}'}'IJ:-2
2% Tax on $ __________ _
6% Tax on $ 16, 386,85
15% Tax on $ __________ _
% Tax on $-------------------
Estate Tax, Act of
May 7, 1927
TOTAL TAX CREDIT
Less five percentum of tax if
paid within three months after
date of death
Plus interest at the rate of
__ % from-------------------
to __________________________ _
TOTAL AMOUNT PAID
Received
NOTE: ln. accepting the transfer inheritance tax an future estates, prior Ia the death af th i
$ _______ _
$·-....;~9LQS.,}-.l.rl21hlol.-------
$ ________ _
$ _______ __
$ _______ _
$ __ _;9u;;8L.J3~+.. _.2]...__ __
$ ________________ _
$.=~9!2;8.~:,3 •11:::3112~t.~l====
tenant ar tenant far years, as evidenced by this receipt, it is understood that the Commonwealth SQall ......._
not be precluded or prevented from hereafter assessing additional inheritance tax at the death of tfie--::-::::_-.)....};:~;¥~~~~~::__~'-~:::::::~~:::::::~~~---11
life tenant or tenant far years whenever it appears that such additional tax may be legally due and
collectible for reason whatsoever.
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