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Home My WebLink AboutOC1968-1193 - ESTATE OF ZIESMERDear Sir: NOTE:TO BE SUBMITTED IN TR~PLlCATE \ COMMONWEALTH OF PENNSYLVANIA DEPkRTMENT OF REVENUE HA.RRISBURG Pennsylvania Department of Revenue Bureau'of Count~Collections 26 S.4th Street Harrisburg;Pennsylvania RC C-43 (5-65) ":,. "A~}--.~f~'•, I • Pursuant ~o Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961 we herewith submit the follo.....ing repcrt:' / NAME OF REPORTING'FINANCIAL INSTITUTION \1esit~rn Pennsylvania National Bank "- ADDRESS Finle'YV1Ue Office,Finleyville"pa.15352 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT 6940---------------NAMES ON ACCOUNT OR INVESTMENT Carl E.Ziesmer or ,-----E~!n 0-Ziesmer DECEASED JOINT DEPOS'ITOR,'--- TRUSTEE OR INVESTOR Carl E.Ziesmer ( ADDRESS RD#3,Finleyville.Pa.15$32 DATE OF DEATH C~lY 2~ SURVIVING DEPOSITOR,'.. BENEFICIARY OR INVESTOR Erwin o.Ziesmer' ADDRESS B_o_x_'_1_4_6..:.._R_D#...:.:...1-=,:...-F-=1..;...nl_e....:1V~_1_1_1_e.:..,_P_s....:.--:..l:....5_3__32_......,-_ 1 1 .,<")/'/""'.~J~l~~Z//vJ Signature,./TITLE fl~ljJ-7·~ RELATIONSHIP TO DECEDENT SonDATEDEPOSITORINVESTMEN·~T-...;:...~--------------- WAS ESTABLISHED August 7,1961. BALANCE,INCLUDING INTEREST DUE,AT DAT=OF DEATH $~$.:::1.:.0.:..:,3:..:8:..:6:.,:_.:.3..:..7 _ S'/93.Ir~7~f~ .'~!&leG 1968,1 If • \ ...,....""""~\-'"'..'-...., , I r \'... " .. t • -', .f.-;-. \' T -,,, '.~. ".., OFFICIAL NOTICE OF INHERITANCE TAX AP :lRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION RCC-134 (8-65) COMMONWEAl..TH OF PENNSYLVANIA r DEPARTMENT OF REVENUE ~~Bl,JRe.u OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION TO:_--=E=RW~I=N~O.:....-=Z~I=ES=~.=:m::.:R:.--_ BOX 145,B,ft,#1 ___li:INLEYVILLE.,PENNSYLVANIA 15332 Date:-----:..&llUmG~UH;StfT~lS5-,....--::Il~9166~8-- County __~W=A=SH=I::.:N=G~T=O~N_'_ County File No._ Bureau File No._ w~have received notic~~hat.~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~on )u1_,27 N~'Joucameinto ownership 0 certain'property t roug .....~CAnt E.ZIESMER,deceased. Ur,der the Inheritance and Estate Tax Laws .Jf the Commonwealth of Pennsylvania such transfers are taxable and -he liability for the payl1ent of the inheritance tax due is imposed upon you,as transferee. The property on which ta::is hereby ass.essed consists of:Jt.Bank Acct.6940 held in the WESTERNPENNsn,yANIA NATIONAL DAme,FINLEYVILLE OFFICE g FINELY VILLE,pi. in the nttmes QfCARL E.CIESMER or ERWIN O.ZIESMER.Opened 8~7.61.Bal- once as of date of death ;1 $1Q,386.37 apprJised by the Commonwealth,as of the date of death,at $10,386.37 50 %of this amount is taxable at the rate :>f 2 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DA TE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE D If you pay the above amount within three (31 months of the date of death of the decedent,Jr on or before 19 yOJ may deduct a dliscount of 5%of the amount of tax dJe,or D This tax became delinc;uent one yea"after the date of death of the decedent and,in addition to the tox,statutory interest a.the rot~%of ~,e tax per annum is also due as of *-u-cr-7 19 '2~in the amount of •{:~(...,.~t-.."C,-:'"., *1£the tax is not paid b:,the above date ad~itional interest is due atthe rate of 6%per annum until paid $__5..r..;;,1::..;,9-.,;,.3...:...;.1;;;..;9~_ 103.86 IrJso/ $-------- TOTAL AMOUNT DUE $~$============ APPRAISED BY,,,:).~---7,J~ASSESSED BY,_ (Inher·tance TapP'Pra,ser)(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.Mail or bring it to: ~lh~!~MAwJ;.4J,q ¥ ~G'6 t-~",~ ~./3'6'AJ £-9-7 2 .I ex I ------..:::--- (over) 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 wli-um you made payment,their official 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,Scuch 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 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,administrotor or other person,al 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 o(Obligation Amount Paid • J' ! TOTAL $ (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY OF:.,..-_ 55:• 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 R,egister 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:_ Register of Wi lis COMMONWEALTH OF PENNSYLVANIAFormF:CC-4-RI-3-66 No.978877 ~9 OFFIC[AL RECEIPT Transfer Inheritance and Estate Tax RFJ5IDENT DECEDENTS File No Cate Office REGISTER OF WILLS.'!=..••c....lJ....,:.~:.I:t,'~:t:~,,:....,·:.:.:...~....zPa. ~·...r:n:c.:~r County,ss:Received from Lrl,in ('t ~'f:r~rl "~~ljre an T!,~,Vh,h. ('::\,;"'cutor,-,;Il·..J::::':m"·s·d.~.'A'"o;:";'r.!'tr'_u·.....!:..'!.J:~_\of the estate of C~p .n,<..Uill u ....""l"V ~Uf-UJ.......'L.-J.,:J-~~tt,;.!J"'_.~T'1-..........:.;..,·r."'"....;;.-;;;;·;::.\'~:·..i'P~._ who died ,,'11,1:..27)19 ,the sum of f\!f Ht:l!.'r-"-'iHit.r:r~P·....!U.,.,'_ _ _ _eo -.-_Dollars, 1::eing TRANSFER INHERIT.~NCE TAX and/or ESTATE TAX due the Commonwealth as follows: IIOORE BUSINESS FORMS,INC..ELMIRA,ft.Y. Total $__---.ll~O~J~.~(c:!~:...._.__ *As evidenced by Charit:Jble Exemption Certificates issued by the Secretary of Revenue under Act of May 28,1956,P.L.1757,effective June I,1957,as amended by Act No.381,approved July 11,1957,and Act No.207.1961,Section 302. SEAL) I tr:y~( Computation of Tax Tax on $5%$ Tax on $10'7'0 $ Tax on $'if 'l:'1 ~.,~2'7'0 $lO ••r6 Tax on $15%$ Exemptions *$ Total Estate $ Total Tax $ Less Tax Previously Paid (if any)$ Balance $ Less five percentum of taxif paid within 3 months after date of death $ Amount of Estate Tax Assessed under the Act of May 7,1927.$ Add interest at the rate of % from to $ $,_---L5'"',la..;c....3u•..z.l..z.Cj__ $ $,------- $ Valuation $,------ $,------ Total $,_ $,_~5~tl_>!1.....(....:.~:.£...1'.;:,.)__ $,------ Total tlt..IIq]rl Heal Estate Date Ferscnal Property Apprc:isements Made and Filed Total Gross Aseets Less Debts and Expenses of Administration Clear Value of Estate Valuation of Life Estates or Annuities Date'19__$,_ ________19_!:$================== Estate Tax Assessments Date~19__$,_ ________19__~$================= NOTE:This Triplicate Receipt to be retained by the Register of Wills cmd filed in nUDl9ricCllsequenceforauditpurposes. Date Valuation NOTE:In accepting tha transfer Inheritance tax on future estates prior te·the dedh of the life tenant or tenant for YEars,as evidenced by this recelv.,It Is understood that the Com-ILonwealth shall not be precluded or prevented from hereafter assessing addltior:al inherilance tax at the death of the life tenant or tenant for years wheneve~It appears that s'~ch addl:lonaltaxmaybelegallydueandcc1lectibleforanyreasonwhatsoe.er. FORM RCC-4-Rl TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT Docket 3'7 Page )./..';line,_.....7t--__ !. Estate of CI\R1..k:.2:m:-{:.J1n OFFICE OF ~GISTER OF WILLS t-~..'t,SIt n"Gmn Po. Date :S-Vt.t!!ft~r 10;-19..6fL......:. SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9.1929.P.L.343 AS AMENDED BY ACT MAY 15.1945.P.L.528 '., pU!:t~t:t,JlAQIOO Register,of.Wills .."..."-.:- 1201 (g).Act of April 9.1929.P.L.343.as amended.viz:-"To receive from Registers of Wills aU duplicate re- ceipts for taxes paid to them by executor~91 czdmini"-irat..:"...o ULlY lu charge tha Heglsters receiving the money with the amount receipted for.The original of each such receipt shall be signed and sealed by the Register of Wills and transmitted to the executor or administrator,~hti::'?s~~t~~i~a~ob:v~ltr~h:ll~h~c~=~c~t~~eo:e~~="j~~ hellor be entitled to a credit in his account by theRegisterunlessthereceiptissosignedandsealedbytheRegisterofWills." Fill in below name arid address of person to whom tax receipt is delivered: I I ".'ft•.•"tn (\..:ty?~~~nTo.........Ho.. BC'K 14S"R.O../1 1. L fIm..!ilVI1...:.PF.fF'fI1.VnlIA 1Ii}}2 --.J. l