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Home My WebLink AboutOC1971-0735 - ESTATE OF IVILLJuly 16, 1971 Mrs. Frances Leo, Cbiet Appraiser Inheritance Ta:x Division 243 .... 245 Washington Trust Bldg. Washington, Pennsylvania 15301 Dear.Mrs. Leo: Rel Estate of Helen Iv!ll File No. Nil Co~nty ~~ Was~lnston Enclosed !s f.l. copy of a Protest filed in the subject decedent•s ~tate,. On July 16, 1971, Joseph F. Sbamay, Assistant Director for Taxationt of this Bureau, advJ.sed Mr. John Maranich, Jr., that the Protest baa b$en Denied. Please mark your records accordingly. Fort RLS/ms Enclosure: c.c. Russell Marino Register of Wills Very truly yours, Robert L,· Schrift1 Acting Chief Inberlt'ance Tax D1'Vls1on Peter Capata!des,. Director Bureau of county Collections .">. J My 16~ 1971 ·..,_ Mr~ John Maranich, Jr:. R. D .. #1 Hillcl!'elilt Manor ~J-7t-f35 Monongahela# Pennsylvania 16063 · Re: Estate of Belen Ivill File No. nil County of W'aehington The Inheritanae Tax Prote$t BOard of the Pennsylvania Depattroent. of Revenue met on the ~th day of July, 1971, an4 eonsidered the Protest filed in the subject decedent • s ~state. The 4ea1e:tol'l of the Board followtu Tbe Proteet filed in t:h& aboVe captbned estat$ on June 3.~~ 1971, is hereby Denied. The joint savings account is one-half taxable. KPN:JFS/ms c.c. Mrs. Frances Leo Chief Apprai.ser c.c. Russell Marino Register of Wills Joseph F. Shamay, Asst. Director for Taxation Peter Capataic!es, Director Bureau of county COllections . '1 d .. O:; r·~ v 1 ·;NiH S V 1\\ Slllfi1 ~r~ '11 \ SI~3'J ON\t:~ ;·. · rlSSf\B I I RCC•43 (5-65) t·'' ? "!; coMMONWEALTH OF P~~msrL VANIA · ' ·· 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 CHARLEROI FEDER/\L SIWiNGS & LOAN ASSN. FINANCIAL INS Tl TU Tl ON ----9-p .-AQ-. -R-0\.,Pr'a, ;~{ ..;.:y.Q-:0 ~::;.... +L,M--. t~u~. +;,.,..,·; L+'-E ~;..,:.:/<~-. i1!-'i\-\K'' v,-M;'E::-. ---- ADD Ss C'H'Af}l ~""'"'r\j PE''''I ~ 1 r 0'}/ RE ----------------~-~n~L~ti~\L~··~~r~~~~~~k~.-~~~~~--------- ACCOUNT NO. OF JOINT, J TRUST OR INVESTMENT DEPOSIT __ c_~_· ··_ .. •_·:o_· _.&c_~_:._· ··_fi"'-~_·: _21 ______ ~ , ~~~~~~~T~~~~UNT .lolln ~llll :r. ~ lkllml XVl\1\ j 5 "fo DECEASED JOINT DEPOSITOR, Jbton 1vm TRUSTEE OR INVESTOR----------------- ADDRESS !~ il'tr~~ tt\dat~; t~G:t it~ l,..~3 DATE OF DEATH t~ St 19?4 SURVIVING DEPOSITOR, \\1. :-;. ·r1 .......... ,...t ·~>.. ~. BENEFICIARY OR INVESTOR _t:_h'O:_m_d>411_~.,._~---~_:t,._· _v~:>_·•_· ------------ ADDRESS . ~t -~· ~~; 8~ 9•t I~~~bdLLt~ P.ti~ l$CC3 DgcUl:Jt-to ~· lvill RELATIONSHIP TO DECEDENT ______________ _ DATE DEPOSIT OR INVESTMENT n.,~~ $,~ 1%6 WAS ESTABLISHED----------------- BALANCE, INCLUDING INTEREST a.JS~.i.Ul DUE, AT DATE OF DEATH$ _______________ _ }j A J I J &/ J, /I) -:2 ~ ) 7 5 I J'J ~ ·r -5 --1 7~,c::J /J: J pt'(!)J 17 3 I ) -~ 1 '; 0 J--y;~ TITLE Charhilrci Federal 5ll.vinga and Loo.n Ascod~tion ( R c c-t34 ( t-69l COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION oFFICIACNoTI~E aF ·INttE~ITA~cE TAx APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION T 0: JOliN MARANIGII OR., HIU.WSf MANOR,iWOlU,It.D., Date: ----i!)Yia~¥;....,26!§r-w1r+1¥97".f-'11----- County --~WW~A~SI:IR.l:I.&!N~C~'l-0'-"~11-~ ----- County File No. _________ _ Bureau File No. Ct....J-7/-23-S- We hove received notice that,~XOlfmxmxn:x._txXX.XXXXXXXXXXXXXXXXXXXXXX:XXXXXXXXXX -----!~~.....---19-:T+, you come into ownership of certoin property through~imDkmxxx. n:m9mDm~~D'lwcltm~ Transfer from HELEN IVILL,Deceased. Under the Inheritance and Estate Tax Lows of the Commonwealth of Pennsylvania such transfers are taxable and the I iability 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 Savings Accmmt #15327 held in the, CHAR:um.c>I FRIW. UJ.tiNGS &1 roAN ASSN.,CUARlEROI,'PDNSlL'JANIA. Is. tbe &lta.mes of,JOBN MARA~!· rcu ·'B., OB HEIJ!:tl IVILL. Opened Decembel" ;, 1966. :aal.anco as of date of deata,$2,347.10 appraised by the Commonwealth, as of the dote of death, at $ 21.347.10 SO %of this amount is taxable at the rate of 15 % 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) months of the date of death of the decedent, or on or before August 5, 19 71 you may deduct a discount of 5% of the amount of tax due, or D This tax become 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 additional interest is due at the rote of 6% per annum until paid TOTAL AMOUNT DUE $ --_a..BQ... ____ _ II 176.03 '.( $-------------- $ ================= APPRAISED BY:t:il-?4-+kk'4!d(_...e...e~?t..:J .ASSESSED BY:_~------------ (Inheritonce Tax Appraiser) · (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. Moil or bring it to: ~~/INA~ Auti~ 1 i ()., Tt'IE i..OMMONWEAlfH COURT HOUSE WASHINGTON, PENNA. 15301 If you have already paid this tax to an executor, administrator, attorney or other personal representative of the decedent for forwarding to the Commonwe~J-th, l4§~b.e!·o~ th~date~aid, name and address of the pers.on·to whom you made payment, their official title and the amount. -· · .. Date Paid Name and Address of Payee . 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 it~mize 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: _______ _ .. t..:. 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 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 J I I Fonn RCC-2 ~ .. ~ COMMONWEALTH OF PENNSYLVANIA DATE .... ~.~.~.Y. ...... ?..~ .. '-....... !.~ . .7..!. .............................. . DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS .,-HARRISBURG. PENNA. 77 72 7 RESIDENT INHERITANCE TAX APPRAISEMENT COUNTY ................ W.~.~.h.!.~g.~.9..~ ......................... .. FILE NO ....... Q.J..~ .. 7..l~ .. 7.3. .. S. .......................................... . Whereas, .................... J:J.gl.e..n. .... l..v.ill ................................................................................... late of ...................... M.9..~9..~.g.~.h.~.:L..~ ......................................... .. in the County of ..................... W.~.~.h~.~g~.~.~ ......................................................................... Commonwealth of Pennsylvania, having died on the ................... 5 ..... th ............................................................ day of ..................... May ............................................. 19 ... 7.1., seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, L .. : ................. f.r..~.P-:~.~.~ .......... ~.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 Description of Asset Values Made for Inheritance Tax Purpo1es $ JT. HELD: - Jt. Held Savings Account #15327, held in the CHARLEROI FEDERAL SAVINGS & LOAN ASSOCIATION CHARLEROI OFFICE CHARLEROI. PENNSYLVANIA. In the names of JOHN MARANICH, JR. or HELEN IVILL. Op_ened. 12-5-66. B1ance as of date of death $2.347.10. (1/2 Taxable) 1,173 55 r Total 1,173 55 form:!;v~':fh bl:~ ::~i:w<>rJla~,l~~~: ~~ !"~~~~~~~~~~·:;~~~·~~n ?:? Appraiser ·Qj···············7~········· ............................................. ......................................................... · ~ mber and S eet) A Penna. ... ...... ...... . ......................... !?: ................................... ............................... , (Post Office) WASHJNQT..QN . . .. .. .. . .. county RESIDENT INHERITANCE TAX APPRAISEMENT Estate of HELEN IVILL Deceased. Late of MONONGAHELA Date of Death, ........... M~Y ..... S. .. , ...... l~'Z.l ........................ . Appraiseme11t Docket Vol., ...... ~i!. .................................. . Page, . .../.2./.~ ..... .8 ............... No. . . ..J~ .. 3.~ 7.l.~.7..3..S. .... . Filed in Register's Office, .... J.ul.y ..... 2.8 .. , .... 19 ... 7.1 Amount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE I Received, Examined and Approved, Wrote abo.ut Appra-isement, Appeal j1'om Appraisement, Entered and charged, '·' ,'