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HomeMy WebLinkAboutOC1971-0897 - ESTATE OF FORADORIBURGETTSTOWN,PENNSYLVANIA 15021 TO:JOSEPH FORADORI , 61 BELL AVENUE OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SU BJ ECT TO ADMINISTRA TION Date:June 10,1971 County Washington County File No.J d'~d'3 -~ Bureau File No.bJ -7/-i 97 We have received notice that,)isDDff.su.ttxdDllie£Jltm'fn«xxxxxxxXXXXXXXXXXXXXXXXXXXXXXXXXXXX on '.Tune 3,19..11.,you come into ownership of certain prope_~ty through ~~g:li'[JO!~J~]i~~"b:mp~»Jl~f!1e:KI.lDb}ylie::d(lij(}h"'e)geli¥.d'eKOCX trans fer from,ANNA FORADORI,deceased. RCC-134 (1-69), COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BS~EJ<U OF COUNTY COLLECTIONS .'INHERITANCE TAX DIVISION 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 ta,x is hereJ~y,assessed consiRJr~~~:Account 63-20128 held inlOOiXnKKN.NXNXXm~KX:U:N1\XiXXKNUn~,i ,i XXXXXXXXXXXXXXXXXXXXXXXXXX the MELLON NATIONAL BANK &TRUST COMPANY,BURGETTSTOWN OFFICE,BURGETTSTffillN, PENNSYLVANIA.In the names of JOSEPH FORADQRI or ANNA FORADORI.Opened, May~10,1968.Balance as of date of death,$678.35. appraised by the Commonwealth,as of the date of death,at $678.J5 50 %of this amount is taxable at the rate of IS % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT $339.18 $..33'1,/Y AMOUNT OF TAX DUE 50.88 o If you pay the above amount within three (3)months of the dcge of deo,th of the decedent,or on or before eptemoer 3 19 IT 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 -_..._------------------ ASSESSED BY:_.~,~~~~__~__~_ (Agent for the Commonwealth) *If the tax is not paid by the above date odditiohal interest is due at the rate of 6%per annum until paid TOTAL AMOUNT DUE APPRAISED B~N.a ~. (Inheritance Tox Appraiser) $50.88.$==:::::::::========= INSTRUCTIONS TO TAXPAYERS 15301 Make checks or money orders payable to:To insure proper cf,ea i t to your account thiS Official Notice must occomflahy yout poymehf.Mai I or br i'llg 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 below'the date paid,name and address of the person to whom you made payment,their oHicial 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 computationoftax 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 p.roof 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 handl ing the admin istration of the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid Name of Payee Description of Obligation Amount Paid 7'-7-'71 t~~,P M!h(9,-..!;fA -'~I Po ..P o d L)p-'"n ,)Cd....Y'"o..J \ , TOTAL'$~c:l.s.~ (attach separate sheet if required) SS: COUNTY OF..) I,~~..~hereby ce~tjfythatth:J?regOi?~a,just and true statement of funeral expense and other ts of the decedent,.~::j:::JI1CU!/d/1L!::._,for which I was legally responsible and which I did payout of the property herein taxed.I further certify,that to the best of my knrwledge and belief,these same debts will not be claimed by any other person,for inheritance tax purpose ...V .1 SWORN A.D SUB CRIB BEFORE ME THIS2\'~AY OF /6 /19~.~ture4f~ --------" Date of Approval:_ e Register of Wills ,........... R CC-43 (5-65) .:I L,-'}, COMMONWEALTH OF PENNSYLVANIA RECEIVED DEPARTMENT OF REVENUE aUREhll Of,. ,HARRISBURG COUNTY COLLEl;\lOt.S j NOTE:TO BE SUBMITTED IN TRIPLlCAT~ 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 INSTITUTION Mellon Nattonal Bank &'..u.s'Oompany ADDRESS ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT_....;;6.&.3-=·ao=·;...;;::::1.;:.28=-··_-"--_ NAMES ON ACCOUNT .",OR INVESTMENT Joaepb Ponclo,tOI' DECEASED JOINT DEPOSITOR,Anna foJta4o~t. TRUSTEE OR INVESTOR __"--"--'-'-'----------- ADDRESS ---='~l~B!::.:e:.=l~·.~:.-·..!E!A~V~eh~u!!!:!e!.;lj~i~l.U'~ID::!··ei!.Jt~t~s..!!t!:tlOW~n.....·,l-./i..P.s.a...........II1.....Su;Ou:;21;L.· DATE OF DEATH Jtm_i '_e~...=...3..:..,_l:-'.-:.'n_,·...:...-_ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR _J:::..;'o::.:::s::.;:e~p;.:::b:....:F::..:·o:.:ft~·.·:.:'4:::o~.1~·_ ADDRESS 61 Bell Avenue.Bur-gefitstU)1m,PEl.1$021 RELATIONSHIP TO DECEDENT BJ:JO'h.e,-------------~--DATE DEPOSIT OR INVESTMENT v ..'-1"l'aLG WAS ESTABLISHED f'4a1 ."'.7uQ BALANCE,INCLUDING INTEREST $618 )5DUE,AT DATE OF DEATH $..__-'_,'.._ 4:jlC¥W~J£1tfv / ·( Dote:__-.,.;.J~u_n_e_1:-0....!...,_1_9_7_1 _ County W_a_s_h_i_n-=g~t_o_n _ County File No._--..-_15021BURGETTSTOWN,PENNSYLVANIA TO:JOSEPH FORADOR~ 61 BELL AVENUE RCC-134 (1"69) '"<COM~~~:~~~~~~~;~~~SEYNLUVt~~;~~OFFICIAL NOTICE Of:INHERITANCE TAX BUREAU OF COUNTY COLLECTIONS APPRAISEMENT AND ASSESSMENT OF ,".INHERITANCE TAX DIVISION ASSETS NOt SUBJECT TO ADMINISTRATION Bureau File No._ We have received notice that,~~'CXXXXXXx.xXXXXXXXXXXXXXXXXXXXXXXXXXX on June 3,.194d'.'?~came into ownership of certain prQP.elty throlLgh ,~1Ll~»X transfer from,ANNA F'O!(ADORl,ecease. 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. ThepropertYoncwru~~iqL~_~[~Y~ss~~~~Account #63-20128,held inUlXIUIUXNl~kUXXBDK~XXXXXXXXXXXXXXXXXXXXXXXXXX the MELLON NATIONAL BANK&TRUgrl'COl-IPANY,.BURGETTSTOWN OFFICE,BURGETTSTOWN, PENNSYLVANIA.In the nameS of JOSEPH FORADORI or ANNA FORADORI.Opened, Mayl10,1968.Balance as of date of death,$678.35. app.raised by the Commonwealth,as of the date of death,at $__6~7.:..8.:....:...;:..35.:......._ 50 %of this amount is taxable at the rate of 15 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT 339.18$_.~;.,;;...:..:..::;;;..;;...----$-------- AMOUNT OF TAX DUE 50.88 o If you pay the above amount within three (3)months of the d<5"~\:~fS t3e deClf.fent,or on or before .19.you may deduct a discount of 5%of the amount of tax due,or 2.54 o 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 *_ 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 unti I paid $==::::=::::=::=:====: (Agent for the Commonwealth) 50.88$ ASSESSED BY:_~_ ..TOTAL AMOUNT DUE ''7-/'APPRAISED ~~c./.C<~r- (Inheritance Tax Appro iser) 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: '1(WWt If At~~Utto ~GENT FOR THE C6Mri;,dL c.~COURT HOYsE"WASffiNGIO~PEtiNt\.19861 ~-- --</'J -/'.:J'. So-Ji 02~r ~r~G-3-}~ .;!~j)~ ~, IJd ,i)~, If you have already paid this tax to an executor,adminis£ratorL attorney or other personal representative of the decedent for forward ing to the Commonwealth,Iist below"thE(da"te pa id,nome ar{d,adtess of the person to whom you made payment,their official title and the amount.f ..-; Paid Nome and Address of Payee Official ritle ..Amount Paid . ,- . .. r certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses her just debts of the decedent,with funds derived from the property herein taxed,such amounts expended ou may qualify as deductions against the gross value of the property in the computation of tax due.Ifany expenditures meet all of the three following tests,it is recommended that you itemize the payments below, ute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allow e which he determines to be proper.The tax will then be recomputed and you will receive an amended ssment of tax. THREE TESTS WHICH MUST BE MET ARE THAT: ou were personally legally responsible for these debts,and ou actually paid these debts out of the account or property described above and can furnish proof f such payment,if required,and hese same debts are not also claimed,for tax purposes,by an executor,administrator or other ersonal representative of the decedent handling the administration of the general estate of the ecedent or any other transferee.. SCHEDULE OF DEBTS Paid Name of Payee Description of Obligation Amount Paid TOTAL $ (attach separate sheet if requ ired) MONWEALTH OF PENNSYLVANIA) SS: NTY Of ) hereby certify that theforegoing isa just and true statement of ral expenses and other debts of the decedent,,for which I legally responsible and which I did payout of the property herein taxed.I further certify,that to the of my knowledge and belief,these some debts will not be claimed by any other person,for inheritance purposes. RN AND SUBSCRIBED BEFORE ME THIS DAY OF 19--Signature of Taxpayer REPORT OF REGISTER OF WILLS e undersigned,duly elected Register of Wills in and for the above county,do respectfully report that I allowed deductions listed above in the total amount of $0 e of Approval: Register of Wills Dot I,th have SWO 1,- fune was best tax COM COU Date THE o 2-Y Date 3-T p d 1- Y Unde or ot by y such exec thos asse