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Home My WebLink AboutOC1972-0025 - ESTATE OF MAIELLO",..~.~) RCC-43 (4-71) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISE}URG '. 17127 . NoveQoar is,1971 / NOTE:TO BE SUBMITTED IN TRIPLICATE REPORTING FINANCIAL INSTITUTION ADDRESS Pittuhu,t'gh NatiQu31 Dank 6 ~\outb 11dn Strf,Jet rlaoMnnton,Pa. ZIP CODE 1$301. ~3__7.z..25 Pennsylvania Department of Revenue Bureau of County Collections Gable BUilding,3rd,Floor 411 S.Second Street Harrisburg,Pennsylvania 17127 .November ll,1971 Mrs.Jennie Ferrer Daughter february 16,1967 Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,we herewith submit the following report: ACCOUNT NO.OF JOINT,TRUST OR 03-2071502 INVESTMENT DEPOSIT ~------ Alfred Maiello or NAMES ON ACCOUNT OR Mrs.Jennie FerrerINVESTMENT _ DATE OF DEATH ------------------------- DECEASED JOINT DEPOSITOR,TRUSTEE OR INVESTOR _ ADDRESS _~bO:----.E__:.,..,._W'a1n".....,...'_u_t...,.S=,t=r:-=o_ot_____COUNTY _\i_a_Obin-3'i:-';'~gttt0f,-n _ _~\1_aa__h1n_'_'.:::::l¢_on---:.,_r_'onn_,_&_e ZIP CODE __1_$:3_0_l _ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR ~~- 60 Bast Walnut st.,t1ash.Pa. ADDRESS ----------~---------------- RELATIONSHIP TO DECEDENT -------------------- DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED _ BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $_ II ()7 7 ~.7 @ ~%=-t L/c:t u~:<--'//~J:L -f •••f~3 Signature J Assistant Branch Manager TITLE RCC-4 (8-68) No·8 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE45807OFFICIALRECEIPT0PENNSYLVANIAINHERITANCE AND ESTATE TAX RECEIVED dollars11&iS"ll a_alii:ONE :ana 4.37100-IUUitlP.&I".-'"hi.e t '!Jpi6seflllli§P"'''i:s,I'lJi'i!@l 1"liwiltoiiCI@Jle....H... Estate Tax due from the following estate: From:-Hf~~JEfmiIEn~mJEa:;;p~:n«1OiffINiD:~:IJUJ;;---------------------------~•t.F~PAYING ON I~ro.L • Address"""U1o-J~'tt-1'1tWM:1:ml:t1£:r----------i!0 2%Tax on $$----------1[:11 1.5301 6%Tax on $_-.."..._.........-.........----$--_..---.."...-----I!n11,071.69 64~66 $-------,----0 Fi Ie No.---;I........-..n~"""'"Date of Death_.......--==-=_--i63""7245 Date of Payment -.h!lrm~;Y"l:('1iJ:'rnZ------1 Name of Decedent -"ALFfiEmM:lrtirq:J1ji------iMA__....... 15%Tax on $$----------IJI %Tax on $---------$----------111Jl1 Estate Tax,Act of May 7,1927 County ----r:Trl'""'"'l"'t"l~I7'<'I:r------------_; Remarks: TOTAL TAX CREDIT Less five percentum of tax if paid within three months after date of death Plus interest at the rate of __%from _ to _ $'-~64y-.-z66~--- $--3~'.-2~3,.-----11iI1 $--------·lnl $====i!!:6"'Fl.=i4.3""!f====:~[TOTAL AMOUNT PAIDSEAL NOTE:This Triplicate Rec~ipt to be retained for audit,purposes.r)iJI/~!J Received by"/'"C~I NOTE:In accepting the transfer inherita~ce tax an future estates,prior to the death of the lite )'J:;J'(Signature) tenant or tenant for years,as evidenced by this receipt,it is understood that the Commonwealth shall _-t""'",I not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the,,---,'',t,-.,r'J '--'"~'/\..F"-......,.<-"-I~ life tenant or tenant for years whenever it appears that such additional tax may be legally due and-="--7'r&-----(:=1t~'tt'"e-:-)-----------11 collectible for any reason whotsoever,"U RCC-134 (9-"'1 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BllRE~UOF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:__..,.......;;;;MR:::.;;:S::,.:·.•;.....,;;;,;;,JEN=NIE=-'.:....:FE::...,R.:....:ItER:.;,:·.::..--_ 60 E.'Walnut st. .... ,/ Date:--!;N~O:..!.!VEMBEB~·~·!:!...-=:24~'Ila:.'~1~971.1;!"~·_ County __WA_S_H_I_NG_TO_N-,,_ County File NO.--::I__ 1-'2 ....?Bureau FiIe No ....lfLl:L;.......]~--.'fF_·J.,~'-".....:,J~O',J---- Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. The pr_operty on which tax i's hereby assessed consists of:ft..·HELD IN tHE PITTSBURGH NATIONAL BANK WASHINGTON OFFICE~,WASHINGTON,PENNSYLVAWIA ACCOUtl!'NO~83-2077562..In'the nam~$Qt Alfred Kaiello or MrlhJennie F~rf'$l~.Opened'FebrUary 16t 19611/Be.1J1nC$as of d~te otdeath. $2,155.;38. 'appraised by the Commonwealth,as of the date of death,at $2,155_38 SO %of this amount is taxable at the rate of 6.% ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE'AMOUNT $-------- AMOUNT OF TAX DUE If you pay the above.amount within three (3)months of the date of deMh of the ~cedent,or on or befor~.::--_Feb.11,19_y,_;2,you may deduct a discount of 5%of the amount of tax due,or Th is·tax became del inquent nine (9)months after death (one year if death occurred prior to December 22,1965 and fifteen months if death occurred on or after December 22,1965 but prior to June 17,1971)and,in addition to the tax,statutory interest at the rate of 6%of the tax perarinum is also due as of *.19__ in the amouri t of"/l.:J" *iLtHel,tax is not paid by the above date additional interes'tis due at th~rate of 6%per annum until paid TOTAL AMO N-T DUE $$-================= -l ASSESSED BY:RUSSEll MARI,NO..,_;>,~1~ (Agent for the Commonwea IthfAPPRAISEDBY:..:=::.,L....LJ.::..::.)4J..,C.~~~f ("J'~)J,.,~...::... {Inheritance Tax/pp'raiser} INSTRUCTIONS TO TAXPAYERS Make checks or moiley orders payable t~.II A'I '.To insure proper credit to your account ,ILi.A-~IIJV\/.),.~Aj~QJficial Notice must accompany ,~,.."--~yment.Mail or bring it to: 1630J (over) AtiENT FOR THE COMMONWEALTH COURT HOUSE WASHINGTON"PENNA.PCG--vLf&/,cb /-!O-7~fL--rI-i5 <Is-fO 7 .I ~ 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 official title and the amount.l.~ 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 payments below, execute the affidavrt,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,administ'rator 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 .. . II TOTAL $ (attach separate sheet If requ I red) COUNTY OF:'---) I 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 payout 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 __. 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 $--------0 Date of Approval:_ Register of Wi lis }<'onn :lc'C-2 I &-, ........~~~~.ry.....:l::~J.......:l::.?7..?...........~COMMONWEALTH OF PENNSYLVANIA DATE DEPARTMEl\!T OF REVENUE RESIDENT INHERITANCE TAX .......W..A$H.ING:T.QN.........................."COUNTY.BiTid:AU OF COUNTY COLLECTIONS ..........". HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO.........63.~72~25................................................. Whereas,ALFRED MAIELLO late of WASHINGTON..................................................................................................................................................................................................................................................................... in the County of ........................\:'!.A.?~.~~g~9.~..............................................................................Commonwealth of'Pennsylvania,having died on the ..........................................llth........................................day of ...........~.2~~~~.......................................71 seized and possessed of estate19............,an subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,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 fol'Inheritance Tax Purposes .Try'T-lF.TD IN THE PITTSBURGH NATIONAL BANK WABHINGTONOFFICE,WASHINGTON $1 97.7;;!.69~-.. PENNSYLVANIA ACCOUNT NO.83-2077562.In the names of Alfred Maiello or Mrs.~ennie Ferrer.Opened Feb.16,1967.Balance as of date of death $2,155.38. , Having been duly swo.rn according to law,I do hereby certify that the above appraisement is made in con- formity with law on this ........................+..J:t.b.....................day of ..............J..@y~r.y ........................................................................................................197?..... .............................Franc.e.s...Leo.............................................•.....•...•.......................... ........244...Jrf.a.l?bingt.9n...'I.'.r..y$..t.....6.lgg•...... Appraiser ................................................... Washington,Pal (Number and Stroet) ....................................................................................................•.•........•....••.••.••..,Penna. (Post Office) WASHINGTON ..County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .ALFRED..MAIEllil..... Deceased. Late of WASHINGTON.,,. Date of Death,N.Q~:l!:R g,..)S7;l,. Appraisement Docket Vol.,. a Page,:.No....63~72~.25 : . Filed in Register's Office,19 . Amount of tax due,$: . DEPARTMENT OF REVENUE Received, Examined..and:Approved,".. Wrote abo.ut Appra.isement,.. Appeal ft-om Appraisement,.. Entered and charged,.. l