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Home My WebLink AboutOC1971-0559 - ESTATE OF MAZZERRCC-134 ( 1-69) I '· ... ~.'~ COMMONWEALTH OF PENNSYLVANIA D~PARTMENT OF REVENUE y BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: --!EIPEiH:aii~S~A~GmO*lUI:Iib!'i'SF:E'iH:I----- iQK 2;9 Date: -----ilbn!~-t-7~1'+-----Ma)' 21,, 9'11 County ---w:W.:A1A.SIS!H+.!II:IINIGG~'roin~~~ ------ County File No. _________ _ Bureau File No. b3-7/ -SS9 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 ,Held Sallk ACCO'lllt #05..01 U,S-¢-20 bel d ill tiM, F-DS!r NATIOSAl. BWK 8c 'f.aUS!l' COHPAIII,WASlUNG~,PDNSIUlANIA. FREDERICUOWM OFFICE, WDiilCIC£OWN,PDINSU»AN:U.1S333wlB the names ef ANGELO MAZZER OR 'SRESA GOUL'l'ER, appraised by the Commonwealth, as of the date of death, at $ a,?SS.?l, SO %of this amount is taxable at the rate of_-4il0~-% ORIGINAL ASSESSMENT AMENDED ASSESSMENT "'/ 3 7 7. J'"7 DATE OF ASSE~SMENT 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 date of death of the decedent, or on or before ~at 9, 19 71 you may deduct a 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 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 $ $---~~~--~--- lr .:<.oo. Oo 3 ;?7.?/ I 262.67 /70. t 7 --_1,3...1.3-----------9._:?3_ __ 262.[4 s -==.f=r=o=·=~=r===== APPRAISED BY: :;l/A1 _ __._,_-c, .••• -vz ./(-c::) ,fi·t.<O'-/f.JASSESSED BY: _________________ _ {Inheritance T a~ Appraiser) · (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: P~ l;tl. 1'-~ <':... -:2.-7} To insure proper credit to your account this Official Notice must accompany your payment. Mail or bring it to: . ·-·'-·· i , i.L Ti1E l>OIViMONWEALTH COURT HOUSE WASHINGTON, PENNA. 15301 f • I ' If you have already paid this tax to an executor, administ~ator, attorney or other personahe-pres~nt.ative of the decedent for forwarding to the Commonwealth, list be:-}ow tlta dote 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 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 payment~ 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 1f requ~red) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY Of _______ _ I, hereby certify that the foregoing is a i!!st 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 ' \ \ COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG R c c-43 (5-651 NOTE: TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S. 4th Street Harrisburg, Pennsylvania De or Sir: Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961 we herewith submit the following report: . ' NAME OF REPORTING First National. Bank,&;, Trust Co. FINANCIAL INSTITUTION Washington, .Pa. . . . Fredericktown·Oftice ADDRESS Fredericktown. Pa. 15333 ACCOUNT NO. OF JOINT, TRUST OR INVESTMENT DEPOSIT 05 01148 5 20 ------------------------------- NAMES ON ACCOUNT Angelo Mazzer or Teresa Coulter OR INVESTMENT ___________________ _ DECEASED JOINT DEPOSITOR, TRUSTEEORINVESTOR ________ A_n~ge_l_o __ M_a_z_ze_r ______________ __ ADDRESS Box 259, Vestaburg, Pa. 15368 DATE OF DEATH May 9, 1971 SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR ___ T_e_r_e_s_a __ co_u_l_t_e_r ________________ _ ADDRESS ___ ._B_o_x __ 2_5_9~,_v_e_s_t_a_bu_r~g~·~~-a_._l_5_3_6_8 ______________ ___ RELATIONSHIP TO DECEDENT.=-_D_a_u-=g~h_te_r_· ----------- DATE DEPOSIT OR INVESTMENT . ' WAS ESTABLISHED May A., 1961 BALANCE, INCLUDING IN::T=E=R=ES::T:---=-. ~~,;__ _________ _ DUE, AT DATE OF DEATH $__,;..,8 a~-..:7..:.5..:..5..:...• 7:.,_4:__ ___________ _ ) ' It - If you have already paid this tax to an executor, admt • ~!< 'c•r, attar tCf ._. ot~er personal representative of the decedent for forwarding to the Commonwealth, list below the oc•1: t '.<our e and Jddress of the person to whom you mode payment, their official title and the an.o.J.•I Ogte Paid Nome and Address of Payee Off.uo; Title Amount Paid Under certain circumstances, if, after the date of death of the decedent, you personally paid funeral expenses or other just debts of the decedent, with funds derived from the property herein taxed, such amounts expended by you may qualify as deductions against the gross value of the property in the computation of tax due. If any ·· such expenditures meet all of the three following tests, it is recommended that you itemize the payments below, exec;ute the affidavit, and r~turn this notice. The Register of Wills will examine the debts claimed and allow .. those which he determines to be proper. The tax will then be recomputed and you will receive on amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 -You were personally legally responsible fo.r these debts, and 2-You actually paid these debts out of the account or property described above and can furnish proof. of such payment, if required, and • 3-These some debts are not also claimed, for tax purposes, by an executor, administrator or other personal representative of the deced~nt handling the administration of the general_ estate of the decedent or any other transferee. SCiiEDULE OF DEBTS Date P11id Name of Pay_ee DescriPtion of Obligation Amovnt Paid ji"'A.I.t.&..}t.&.';jl' .L el'"nAt''l~ DUH.l\UO r -~A.r ~,~Guu.uu &:lUPUIJ. \ f'"UNIOlAL11 .. I TOTAL s 1.2oo.oo (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA} SS: COUNTY Of 14ASHINGTON T.il&l\ 5:UL't'EB ' f. --~ hereby ce.{~JW tpl ~lWing i$ a just and true stotem~nt of f.narol upensu ond other debts of the decedent 1 ·-· ~ 1 for wh1ch I w•s tev•lly retpOflsible and which I did pay out of the property herein taxed. I further certify, that to the '-ct .f my knowl~dge and belief, these same debts will not be claimed by any other person, for inheritance ta putpOSH. SWORN AND SYiY:RIBED BEFORE~~ ?~1~_2_5 _DAY OF m ~ MRS. r.;.~ '. 3Ue,l\t·-; .· [, -'l~ .. I, the undersigned, duly elected Register of Wills in and for the above county, do respectfully report that I have allowed dedu ns listed above in the total amount of S ~ • , ,Date of Approval: ~ .... 7/ _ ~ ~ Register of Wills '· .. .. ,.?;.;,i:~~~ Fonn RCC-' 2 ' ..._ DEPARTMENT OF REVENUE #BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. I 7 I Z 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ............. ~~~ .... .41 ..... 19.7.~ ..................................... . COUNTY ........ ~~.~.~~~.~.?.?. .......................................... . FILE NO. .. ....... ?.?..:.?~.:.?..?.?. ......................... -................. . Whereas, .................................. Ang?.l.o .. JXg..:?i.~.!?.;r. ..................................................................... late of ................ .Y.~§.t.Q..R.~K ......................................................... .. in the County of ........................................ J{Q..§.h.mgt.o.n ............................................................ Commonwealth of Pennsylvania, having died on the .................................... llth .............................................. day of ...................... J.9J.l.UQ.ry ................................ 19 .. 7.0 ... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .......................... f.R!?:.~G.~ .... ~gp ...................................................................... , 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 annuitie and l'f state r t f 'd state h r b fil th f ll t s 1 e e s g owmg ou 0 sa1 e , e e y e e 0 ow ng appra1semen : 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 Anet Values Made for Inheritance Tax Purposes $ Jt. Held Bank Account #05-ID1148-5-20 held in the FlliST NATIONAL BANK & TRUST COMPANY. vJASHINGTON. PENNSYLVANI. FREDERICKTOHN OFFICE_,_ FREDERICK~*' TOWN, OENNSYLVANIA. In the names of ANGELO MAZZER OR TERESA COULTER. ~ Opened 5-4-61. Balance as of date of death, $8,755.74 8,755 74 Having been duly sworn acco ing to law, I do h<:!reby certify that the above appraisement is made in con- formity with law on this ... ...... .... ...... ............ .. ... ...... day of ............................................ ort-.••. :r. .. ~ ........................................................................... 19..7/. ... ................................... ~ ....... ?I:::~.:Oe, .... ··········P-~.;.;········ (Number and Str•et) ..................................... L&J. .. ~'J~ . .JJ ~ ................................. , Penna . ........ ,_ ..... i:P~~tl})fti~~'j"···~· I ... ........... ... .WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ......................... ANGELO ... MA.Z..Z..~ ............................................ . Deceased. Late of VESTABURG Date of Death, ............ .5.~.9~.7:+. ............................................ . Appraisemel!t Docket Vol., Page, No 63-71-559 •................................................ Filed in Register's Office, ........... Ju:n..~ ... 4. .......... 19 . .7l .. . Amount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appra.isement, Appeal f1'om Appraisement, ~ Entered and charged, • ' R C C·43 (5-65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG 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, we herewith submit the following report: . . NAME OF REPORTING First National· Bank & Trust Co. FINANCIAL INSTITUTION -~W=-as::::hr.i;:::n:yg~tT::onz::'~P:-;;a~·~-:;-:--:----------F~edericktown·Offiee ADDRESs ___________ F~re~d~e~r~i~c=k~to~wn~·~·~P~a~·~l~5~3~3~3~------- ACCOUNT NO. OF JOINT, TRUST OR INVESTMENT DEPOSIT_0_5_0_11_4_8_5 _0_6 _______ _ NAMES ON ACCOUNT, ORINVESTMENT Angelo Mazzer or 'l'eresa· Coultett DECEASED JOINT DEPOSITOR, Angelo Mazza" TRUSTEE OR INVESTOR--:--------""--------- ADDRESS ____ B_o_x_25_9_,_V_e_st_a_b_u_r....:.g.:..., _P_a_._l....:.53_6_8 _____ _ DATEOFDEATH~~-~-~a_Y ____ 9_•_1_9_?_l ______________ _____ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR __ T_er_e_s_a_C_o_u_l t_e_r _________ _ ADDRESS __ B_o_x_._2_5~9~1 _V_e_s_t_ab_u~r~g~,~Pa~·~l~5~3~68~-------- RELATIONSHIP TO DECEDENT Daughter DATE DEPOSIT OR INVESTMEN~T----.-61---------- WAS ESTABLISHED May 4, 19 · BALANCE, INCLUDING INTEREiT OSO l,.B DUE, AT DATE OF DEATH $ __ , __ • ____________ _ J ( I RCC-134 ( 1·69) .. COMMONWEALTH OF'PEN~YLVANi'"A Of:PARTMENT OF REVENUE BUfi~AU OF COUNTY COLLECTIONS INHERITANC£ TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: TElUi:S~ COUl.T&R BOX 259 Dote: ---llj)!ay~Llt-42:t-,1 ,,-l1~9'+71:t----- County ---'W"". l...,SAHD.&.M.G~!l'O;u!l"------ County File No. _________ _ Bureau File No. iaJ -7 / -SS'J 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 ,Held SIJ'Jc A.ccoUDt I05..01148-S..06 bel.cl in the FIRST NATIONAL BANK & TRUST COMPANY.WASHING'JPN, flENNSYI.VAN!A, FBEDEBICK'ro'Wll OFFICi, FREDEBICKTOWN,PEHNSYUWTIA. In tbe :aamea ot .WGii.O MAZZER OR TERESA CGYLTER. OpSBed, appraised by the Commonwealth, as of the date of death, at $ 1,050.48 50 %of this amount is taxable at the rote 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 date of death of the decedent, or on or before Auguet 9-., 19 71 you may deduct a 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 date additional interest is due at the rate of 6% per annum until paid TOTAL AMOUNT DUE ORIGINAL ASSESSMENT AMENDED ASSESSMENT $ --:.l.t52'-;;151..a.•lf:.J24'1-----$---------- .)1 .;1 ---.t • .5'l.. ____ _ :29. 9/ $ ___::21.51 $========= APPRAISED BY:...,.-<<i.f'l..--r·.....,.-·'%2' ;:-t--o ,f?r.-;_./z t:! :;; . t ( ASSESSED BY: _____________ _ . . ~ J . (Inheritance ax Appraiser} (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: r~ ~9.9/ ~ -:2-7/ To insure proper credit to your account this Official Notice must accompany your payment. Moil or bring it to: ,..,--.JC.,,. , t~. ·r 11E ... o Iii M ~.}N ~~ t.A ... Iti COURT HOUSE WASHINGTON, PENNA. 153Q.J 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 belctw the'"date paid, name and address o't 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 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 prop.erty 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 1f 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 $ ----------• Date of Approval: ______________ _ Register of Wi lis , Fonn RCC-2 . \ ) ....... DEPARTMENT OF REVENUE :r;nffiEAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 Z 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE .............. 4.'d!.:l.~ .... 7J ..... 1.971 ................... . COUNTY ........ W.!3.,.!3..h.;i.,!:lg~.Q!.t ...................... . FILE NO •. ?~.:?.~:.?..~.?. ................................ -.................. . Whereas, ................................ Ang.~.l.9. . .J1!;J,.?..~.~r ........................................................................ late of .................. Y.~.~~-~?.~~-········································· in the County of ....................................................... t.f.?..l?..b..:JAgt..QP.. ............................................... Commonwealth of Pennsylvania, having died on the ..................................... n.mt..h ......................................... day of ................ ~~~ ..... }1.c:J.Y. ....................... 19?.~ ..... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, 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. Unit Appraisement Description of Asset Values Made for Inheritance Tax Purpoaes $ Jt. Held Bank Acct. #05-01148-5-ID6 held in the FffiST NATIONAL BANK & 'T'RTTS'T' COMPANY WASHINGTON. PENNSYLVANIA. FREDERICTIOWN OFFICE, FREDICKTOWN, PENNSYLVANIA. In the names of ANGELO :MAZZER OR TERESA COULTER. Ooened 5-L.-61. Balance as of date of death, $1~050.48 1,050 48 -· Having been duly sworn according to law, I do h~reby certify that the above appraisement is made in con- formity with law on this ...... :~ ..... day of ······::::·.:·.·.·.:·.:·.:·.:::·.:·.:·.::~Of.~::·.··.·.:·.·;e~.:::·.·.:·.:·.·~ Appraiser ......................................................... 0~············• Penna. I I WASHINGTON County RESIDENT INHERITANCE TAX APPRAISEMENT J Estate of f ANGELO MAZZER ················································· Deceased. Late of VEST.AB.URG. ............................................................ . Date of Death, ............. 5:::.9~71 ............................................ . Appraisemel!t Docket Vol., Page, No. 63-71-559 ················································ Filed in Register's Office, ............ J.VJ.l..~ ... .7 ......... 19 .. .7l. Amount of tax due, $ ................................................................... .. DEPARTMENT OF REVENUE Received, .ll (, Examined and Approved, Wrote abo.ut Appraisement, ................ . ,. Appeal f1'om Appraisement, Entered and charged, l ,