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Home My WebLink AboutOC1971-0721 - ESTATE OF DORISO, • COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG R C C•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, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTIONM&i'1on H~tfni)AJ: Sank &:_ 7-u~t Compa~:tf' ADDRESS Mal.n & McGl:ure Sta. f BamgstttdlOtm, Pa • l.$021 ACCOUNT NO. OF JOINT I TRUST OR INVESTMENT DEPOSIT _ __,oE.J!· 6~·3~•;;..,l~S!l~~le.JIO,.._; _. -"---------- NAMES ON ACCOUNT OR INVESTMENT Mar.J Dortaio· or fe11g .D."' Dorlaio · DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR __ -&!Mil!i!a!A;.r.J..J;.;.::· D~: Oal!~l.aS.o_..· , _ ___:.... ______ _ ADDRESS Box 260a Avella·, Pa.a. 1!))12 · . DATE OF DEATH MaJ 9• 1971 · SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR .. Pellx ·D .• ·l>onsl6 ADDRESS Box 160, Aulla, Pa. 1$)12 .. RELATIONSHIP TO DECEDENT ___ ~·'-· ....... a.oa~· -'-----------~ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED \•26-62 BALANCE, INCLUDING INTEREST lltit .. · DUE,ATDATEOFDEATH$ __ 9~-~~-~~·~1~1~~---------- J ------------- 4 1- RCC-134 ( 1-69) • COMMONWEA.TH ~PENNSYLVANIA DEPARTMENT OF REVENUE BU~EAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO: FELIX D, DORISO BOX ?60 AVELLA, PENNSYLVi\J-lT!l 15;312 Date: ---..t.~Mw.a~~-=ll:rl'i-,.,-.li:.!:W?t-J::l----- County __ 1::.;,•JA~o~,.;";,..,~?l44.1:lt~~·J,;ia'*T"=l.mP~-f------- County File No. _________ _ Bureau File No. _b.;;;;...:..J=-----'1'---/_-_,._;..7...:;.~-+/-- ~e have received notice that, ~~-~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ on t-hy 9 19..:u_, you came into ownership of certain property throug ~-· transfer from HfiJlY DOHISO, 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 Acc01nt #063-l91160 beld. ~ t~ MELLON NAJ'TON[\I. DfllJK & Timr-rr COMPM>JY, BUFOl~Tl'r;rro1•1N ~'l'"'lC"' BUfi.GF'TTSTO\W F.bPR18YV" NI ,, In • 0 ........ , -~ • ) • v 1. li. the names of NATtY DQRISTO OH FELIX n. nmnsro, Ope::l.ed l-26-62. Balanee as of d::to ef death, $985.17. appraised by the Commonwealth, as of the date of death, at $ 985.17 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 date of death of the decedent, or on or before __A'qllst 9 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 rate of 6% per annum until paid TOTAL AMOUNT DUE $ ORIGINAL ASSESSMENT AMENDED ASSESSMENT $ ---"4~92~e..;J5~.;z.9---$------------- 29.5'i ---_J...4f1. ___ _ 29.55 $ ================== APPRAISED BY: _$.:__.:...;,k::;:.:,<;::::L_::'-;;.:;;:C:;;::'--'<t:::;,..' .:::..,,./..::;_/:/..!.:1:;::.,.;;;::;•_.()~!)-"'"'-<=~;.<::· ~cO, (Inheritance T ox Appro iser) ASSESSED BY: _____________ _ (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to: tJ CM-J.._, ::<_ q ,s-0 '1-;-3-7/ 'fLJ B rff33 To insure proper credit to your account this Official Notice must accompany your payment. Mai I or bring it to: COUAT HOjSE V~ASHIWGTON, PENNA. 15301 . " If you have already paid this tax to an executor, administrator, attorney or eiTher personal representative of the decedent for forwarding to the Commonwealth, list below the date paid, name and address of .th~perso~ tot· whom you made payment, their official title and the amount. . · . . · .. · · -., Date Paid ~_gme and Address of Payee . ·official Titie .;,, . Am~unt Paid .. Un~e/ certa'in circumstances, if, after the date of death of the decedent, you personally paid funeral expenses or"C>ther 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 ·oLtax due. If ciny such expenditures meet all of the three following tests, it is re.commended that you. itemize the payments below, execute the affidavit, and return this notice. The Register of Wills will examine the debts claimed .and al.low 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 de.bts 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,t.he 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: ______________ _ s ----- Fonn RCC-2 _. .. ~ , ... ~.~.!¥ ..... !.?. .. '-........ ~ .. ?. .. ?..~ ............................ COMMONWEALTH OF PENNSYLVANIA DATE J;)EPARTMENT OF REVENUE RESIDENT INHERITANCE TAX WASHINGTON r COUNTY BUREAU OF COUNTY COLLECTIONS ................................................................................................ HARRISBURG, PENNA. 1712 7 APPRAISEMENT FILE NO ........ ?. .. ~.:.?..~ .. :.?. .. ~~ .......................................... Whereas, .................................. NM~X .... P.9EI§.9 ...................................................................... late of ........................... A.Y~1JA .......................................................... I in the County of ......................................... .JY..A~.H.J..NQ.T.ON ................................................... Commonwealth of Pennsylvania, having died on I the ................................. ~.~.~~.?. .......................................... day of .................. N~Y ................................................ 19 .... 71, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, KRXNK FRANCES LEO ...................................................................................................................................... , 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 Purposes $ I I Jt. Savings Acct. #063-19460 held in the MELLON NATIONAL BANK COMPANY. BURGETTSTOWN OFFICE, BURGETTSTOWN, PEr-.TNA. AND TRUST In the names of MARY DORISIO OR FELIX D. DORISIO. Opened l-26-62. Balance as of date of death 985 17 I fonnft;•:fhb:: ::~h:~ a~r~);t~· ~:; o~~~~Y.ce~~~~~~~":~ Appraiser .............................................................. ('N~·;;.:r,~~";;.'dl_t;~~t'i''''''''''''""'''''''''''''"''"'''''''''''''"""''''''' Wn.. oA L Penna . ......................................................... ····~·-:"''"'"'''/'"''''"'"'"""'''"''''' (Post Offiee) _ .... J{t\9U:INQTN ---··-··--···-··-··· County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of HAHY DORISO Deceased. Late of AVELLA Date of Death, 5-9-71 Appraisemel!t Docket Vol .J g-., ······ ·············································· Page, ... .../7..().:.t./ .................. No. 6 3-71-7 21 Filed in Register's Office, . .J.".ll.J..Y .... J..:?. ......... J9'J ..... . Amount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE Received, ~- Examined and Approved, Wrote abo.ut Appra.isement, Appeal f,.om Appraisement, • Entered and charged, ,..