HomeMy WebLinkAboutOC1971-0613 - ESTATE OF ZANARDELLI•
RC C-43 (4-69)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
HARRISBURG
NOTE:TO BE SUBMITTED IN TRIPLICATE
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Pennsylvania Department of Revenue
Bureau of County Collections
26 S.4th Street
Harrisburg,Pennsylvania l
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Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961i .Ii •
we herewith submit the following report:·':'/I "l .
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Dear Sir:
NAME OF REPORTING
FINANCIAL INSTITUTION Pltteburgh National Bank
ADDRESS Second&:Wood Streets Calit()rra...fa 1'419
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT~S~6ir.ioLo·UJnaBlfUiL.Jrj!OOw..'·..JllOOO!WWi¥Do!·....21a...·_
NAMES·ON ACCOUNT
.OR INVESTMENT ,.....:t'ed.Sii<lIL....!lI!.;anard_~ftiilllll...li...·..lIIIIQ:Ai:.r~Or.a.1.CilPa....&!Zalillllpa.ArLt;;lrdlilU!lIilIIil,...U...·..-;...
TITLE
----
.88,ft Oashier
DECEASED JOINT DEPOSITOR,
TRUSTEE OR INVESTOR _--IPud:.a·.-..'~Zar.Iitll:ilii:0&!A.rd~ea!...U"7'_
ADDRESS 11:7'"S S ...h::_..AND COUNTY :;I Stall"t:reet·peere ~~1"le1'01 Pa
DATE OF DEATH _Ap~rU~'....·......23i.O!:·f-lj.1u9?l:.u·Ii...·~~_
SURVIVING DEPOSITOR,'
BENEFICIARY OR INVESTOR _0..;;.:;.,:lg;:!,i~a....:.Z-=anard=·~e:..:;;;l:;;:l':::...'·_~_
ADDRESS Bo:lt W+CaU:tom1a Pa 15419·
.RELATIONSH IP TO DECEDENT_---=S=lst~·=8:lLr _
DATE DEPOSIT OR INVESTMENT
WAS ESTABLISHED HoYembor 1.2;195B
BALANCE,INCLUDING INTEREST .
'DUE,AT DATE OF DEATH $---==.a.:::L:.l~r-~-=-------
Dote:---;),*~li.'Y"=-1:W4n,rf1¥97~1f-,-----':"-"--
County _--lilW.AA~SHt1.Dt.uu.GL,lXO~WlNL-_
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RCC-134 11-69)
COl<\MONWI:"AL TH Of'PENNSYLVANIA
DEPARTMEttr OF 'R'E-¥ENUE
BUR-EAU Qf<>'cOLiN'ry COLLECTIONS
/INHERITANCE TAX DIVISIONL-
~,,;~
T6:OLGA ZAN.\RI)EUX
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
J
County File No._
Bureau File No._
We have received notice that,~~
on APril 23,19-21-,you come into ownership of certain property through .".
.Transfer from FRED ZANARDELLI,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:cJt.Held S&viftge Aeeetiftt;#00...000:3623 held
in tAe PIT'l'SBlmGHNl'I·IO~lAL.BliNK,CALIFOBNIA"PEmlSYLUANI~.'ID the Dames ot FBI!'Jl ~AJllABnEIJ,I
approis~d by the Commonwealth,as of the date of death,at $---t.'....1...;2~9~e~i.Q6eo..,..,.._-
50 %of this amount is taxable at the rate of 1§%
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
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 d.ate of death of the 'deced~nt,or on or
before .JnJ7 23,19 11.'I you may deduct ~
discount of 5%of the amount of t9x dU,e,or ..,.,.- --42:rJ!/-------------~-
D This tax become delinquent,fifteen (15)months
after the dote of death and,in addition to the
tax,,statuto~y interest qt,th,e rate of 6%of,the
tax per annum is also due as of * '
:..19__in the amount of
*If the tax is not paid by the above dote ~dd'itional
interest is due at the rat.e of 6%per annum until
paid
-~--------_.
$==================
(Agent for the Commonwealth)
$
ASSESSED BY:_APPRAISED BY:~~L.-bCJ ,tee-v n·g.
(Inheritance Tax Appraiser)
TOTAL AMOUNT DUE
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INSTRUCTIONS TO TAXPAYERS
I'~_.Make checks or money orders payable to:i:
;I ,&-.&f <5 Sr,a3,\r~
i~,..~O'J~'./-/J /)/77/
;f:.)/j1//.N3
To insure proper credit to your account
this Official Notice must accompany
your payment.Moil or bring it to:
,COURT HOUSE
WASHINGTON,PENNA.1530\
;: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-:t>'.wh<uTl
.'you made payment,their official title and the amount.',',~.;,.2 .~i'-',
Date Paid Name and Address of Payee Offic ia I Title A~ount 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 th~property in t~e cO":lputation of tax,due.If any
such expenditures meet all of the three following tests,it is recommended t~at you itemize the payments below,
execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and alloy..,
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 for these debts,and
2-You actually paid these debts out of the account or,property described above and can furnish proof
of such payme~t,if required,and
3 -These same debts are not als'o 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 PENNSYLVAN,A)
/SS:
COUNTY 01=:_
I,hereby certify that rhe foregoing i's a just,and true statement of
funeral expenses and other debts of the decedent,,for wh ichl
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 de'bts will not be claimed by any other person,for inheritance
tax purposes.
SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19 __
REPORT OF REGISTER OF WILLS
Si gnature of Taxpayer
I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I
have allowed deduction's listed above in the total amount of $--------G
Date of Approval:--:~--
Register of Wills
Fonn RCC-2
'.DE~A;'TMENT OFBEVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.I 7 127V
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.COMMONWEALTH·OF 'PENNSYLVANIA
RE~IDENT INHERITANCE TAX
APPRAISEMENT
DATE June.a.,..l.Cf1.!: .
COUNTY ~~.~.~.~~.~~.
FILE NO.""""""'''''''''''''''''''''''''''''',".
Whereas,r.~p.?A..~.~.~~.~.'.!late of 9.~9.~.
in the County of :WASHINGTON Commonwealth of Pennsylvania,having died on
the ?3.4 day of ~~.~19..7.~,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,FRANCES .LED.,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 1nterest 1n th1s estate 1s transferred 1n possess1on or enjoyment to collateral he1rs of the decedent after
the exp1ration of any estate for Ufe or for years,the Commonwealth hereby expressly reserves the r1ght to appra1se and assess transfer
1nher1tance taxes at the lawful collateral rate on any such future 1nterest.
Description of Auet
Jt.Held Savings A:ccount #00-0003623 held in the PITTSBURGH NATIONAL
BANK.CALIFORNIA OFFICE,CALIFORNIA,PENNSYLVANIA.In the names of
FRED ZANARDELLI O~O~A ZANARDELLI.Opened 11-12-58.Balance as of date
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Unit
Values
$
Appraisement
Made for Inheritance
Tax Purpoles
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 s9dAP :day of :::::::::::::::::::::::::::::..:..~:..:J;Z~;;)'::..:::::::::..:::.~..J::,:~:
.~,·~-·-&;;t;;r
.....................WASHING.TON..........................................County
IjRESIDENT INHERITANCE TAX APPRAISEMENT".
Estate of
..FRED.ZANARDELLI .
Deceased.
Late of
...............CHARLERO.I ..
Date of Death,.4.~?.3.~7~..
Appraisement Docket Vol.,..
..~:".:~:~
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.-.
Page,..No .
Filed in Register's Office,!.u.AE:a ?~19.7~.
Amount of tax due,$.
DEPARTMENT OF REVENUE:
Received,
Examined and Approved,.
Wrote abo.ut App'ra.isement,:.
Appeal f"om Appraisement,c :..
Entered and charged,,.
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RCC-134(1-69)
COM.MONWEAL TH.iF";.~.Ii~.SYLVANIA
9F.PARl'MENI OF REVENUE .
BUREAU OF COUNTY .COLLECTIONS
INHERITANCE TAX DIVISION
~.J.~
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
j
TO:OLGA ZANARD$LLI
BOX 444
__C_A_L_I_FO_R_N_I_A~,_P_E_N_N_SY;;.;L;;;;..V;.;;.;A;;;;.;N~IA~~15419
Dote:June 18,1971
County Washington
County Fi Ie No .---'-_
Bureau File No.&3~2/....!e/-3
~e have received notice that,~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~on April 23 .19...1l.,you come into ownership of certain property through
~~~transfer from,FRED ZANARDELLI,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:U.S.Series "En Sayings Bonds,bel d
in the Safe Deposit Box of Zanarde11i,Fred'or Olga.Bonds held in the names
of FRED ZANARDELLI or OLGA ZANARDELLI.(1)$1000,'(1)$100,(1)$50 and (1)_
$25.purchased on 12-58.Balance as of date of death.$=1~.=3=97~.3=1=.~__
appraised by the Commonwealth,as of the dote of death,at $1,397.31
50 %of this amount is taxable at the rate of 15 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
ASSESSED BY:--:...._
(Agent for the Commonwealth)
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS:.
NET TAXABLE AMOUN·T
AMOUNT OF TAX D.UE
o If you pay the above amount within three (3)months
of the dote of death of the decedent,or on or
before·July 23 19 71 you may deduct a
discount of 5%of the amount of tax due,or
o This tax became delinquent,fifteen (15)months'
after the date of death and,in addition to the
tax,statutory interest at the rate of 6%of the
tax per annum is also due as of *_~_
19__in·,the amount of
*If the tax is not paid by the above dote additional
interest is due at the rate of 6%per annum until
paid
,"---/TOTAL AMOU.NT ,RUE~..?7
APPRAISED BY:/--~?("1'.."~.-r'.
(Inheritance Tax Appraiser)
$
$_--=-6=98:::..:•....,,6=6'--__
104.80
.5.24
$--------~
$========
INSTRUCTIONS TO TAXPAYERS
Make checks or money orders payable to:>tJu-/1 7?-s-'C ..
~~o?.J;//7/
~Y d//J7?
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,administrator,attorney or other personal representative of the
decedent for forwarding to the Commonwealth,list b&tow-th'a,date,paid,n~me and ad~ress.of~!.b~~p~sonn to"whom-
you made payment,their official title and'the amount;,,.J"":..'.:;.::-,:,-'""",
~~4 •.:"t'...." .
Date Paid Name and Address of Payee .\..~...Amo~~t 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 c,ompu.tati9.n of ta.x"du.e.,If any
such expenditures meet all of the three following tests,it)s recommended that you itemize the payments belQw,
execute the affidavit,and return this notice.The Register o(Wills will exa~i,,~:the debts.c1aim'edand aHow
those which he determines to be proper.The tax will then be recomputed and you will'rec~ive an am~nd~d
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 paYll)ent,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 administr~tion of the general estate of the.
decedent or any other transferee.;..
SCHEDULE OF DEBTS
Date Paid Name of Payee Description of Obi igation Amount Paid
,",
.,."
.,
-
'.:
..•.
,.
.."
",TOTAL $
(attach separate sheet if requ ired)
COMMONWEALTH OF PENNSYLVANI'A)'
SS:
COUNTY OF:_
I,hereby certify that the foregoing i.s,a,just and true statem~nt of
funeral expenses and other debts of the decedent,.,,for which I
was legally responsible and which I did payout of the property herein t,axed.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...0,
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 allowed deductions listed above in the total amount of $0
Date of Approval:_
Register of Wi lis
Form RCC-2
DEPAR1'MENT OF REVENUEfi;,;-.--\
BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127
COMMONWEAL1'H'OFo PENNSYLVANIA
RESIIDENT INHERITANCE TAX
APPRAISEMENT
DATE June 23 1971,................................................,.
COUNTY Jy.~..~.hi.ngt...Q.n..: .
•I
FILE NO.63-71-613...............................................................................................j
CharleroiFedZanardelli'"Whereas,....................t..............................................................................................................................late of ...............................................................................................................
in the County of ..............Ji.a.s.h.i.ngt.o.n..............................................................................Commonwealth of Pennsylvania,having died on
the .......................2...3.....r..d.....................................................day of ............Apr..i.l..............................................19..7.11 seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
...................Fr.anc e.s......L.e.o..............................................................;....:..;.an ITherefore,I,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 AppraisementDescriptionofAssetValuesMadeforInheritance
I Tax Purposes.,
$
1
JT.HELD:•
U.S.Series E.Bonds issued in the names of
p
Fred Zanardel1i or Miss Olga Zanardell.Held
in the Safed Deposit Box of Zanardelli,
:Fred or Olf!:a.(1)$1000 (1)$100.(1)$50 ,
and (1)$25.pur.12-58.Balance as of date I :
of death $1 ..397.31.(One half taxable)•698 66
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Total 698 66
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form~;vi'::fhb~::~~h~wl>1"lla~~~I~~.~:;o~~~~EP7~?a~e1~~I
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t2z................................................;................~''::~.L .(~ber and treet),
..........:/:..A..."'..............................................,Penna.
.(Post Offiee),
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.............WASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT'
Estate of
FRED ZANARDELLI...............................................................................................................................
Deceased.
Late of
CHARLEROI
Date of Death,A..p.:r...:t.J ~.~,J.~.7.1..
Appraisemel!t Docket Vol .,.
Page,.No......§.~.~..7..+..~.§.lJ....
~
Filed in Register's Office,:Jun.e .2.3 .19 7.1
Amount of tax dl(e~$.
DEPARTMENT OF REVENUE
Received,
Exa.mined and Approved,.
Wrote abo.ut Appra.isement,.
Appeal f"om Appraisement,.
Entered and charged,:.
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