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Home My WebLink AboutOC1969-0726 - ESTATE OF ZIBRITOTSKYRCC-'i"34 ts-6Sl .•. , · -. -· '' coMMoNwEAL 'TH oF PENiilsv·LvANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IJ.t' ~ •-<... ..... ~ ... .:-.-. • . OFFICIAL'NOTICE'OF 11\lH.ER.ITANCE TAX APPRAISEMENT AND ASSESSMENT OF AS~ETS NOT SUBJECT TO ADMINISTRATION ·,, ~ ...... ,· ·... . T 0: __._--l.lGu.:.E~UO~RG""Eil!:o .. _..z ...... I.JlBa.R l.a...TuO.r.a.;SapK...._v_......;..____;__ BOX 163 · ___ JOFFRE, PENNSYLVANIA 15053 ' ' .. ,.r._ Date: __ _;·A ... pp.~r~i~r.~l..-.~rl,.., ...... 1~9"6~9~...--__ County --~WA:.:.:S.:..::H=I=N:..:.G..::.TO.=.:N:;__ ___ _ County File No. _________ _ Bureau File No. _....;;;b~3_-_G--=-Y'_-_7_::Z_6 __ We have re;ei'ved notice that, ~XXXXXXXXXX:XX::t:ltXXXXXXT.Jcxxuxxx on March 22, 19__6.9you came into ownership of certain property throug · · · . · -··transfer from A~A ZIBRITOTSKY , .. 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 ass.essed consists of: (1) Jt • Bank Acct. #63-19841 aud ( 2) I Sav. Cert. held in the MELLON NATIONAL BANK, BURGETTSTOWN OFFICE, BUBGETTSTOWN 11 P.A., in the· names of ANNA or GEORGE ZIIRITOSKY. Opeued (1) 1·28·66 ·and (2) I 4-11-67. Balance as of date of death, $1,756.93 and (2) 10,000.00 · I (1) 1,756.93 is ; taxable and (2) is fully taxable appraised by the Commonwealth, as of the date of death, at$ · 10,878.47 50-100 % of this amount is taxable at the rote 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 dote o.f death of the decedent, or on or. before June 22, 19 69 , you may deduct a discount of 5% o'f the amount of tax due, or • -1· 0 This tax became delinquent one year after the d.ote .of death of the decedent ,and, in addition to the tax, statutory interest Qt the .rote 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 date additional interest is· due at the rote of 6% per annum. until paid ORIGINAL ASSESSMENT . $ __ 1_0....!.,,_8_78_._4_7...;..·- 652.71 32.63 --:---------- ... AMENDED ASSESSMENT $----'-/_t:J_-~....;7_R_._~..;.,/_ /.3yS. ~ . ----:----.----- TOTAL AMOUNT DUE $ 652.71 $ ~'"¥6..5:-s-_ ASSESSED BY: _ _!.~:..=.=---=-=:::::=.~~~~-....:...,~_.L_~---=:.__-- (Agent for the Commonwealth) INSTRUCTIONS TO TAXPAY.ERS . : Make checks or money orders payable to: .-(over) To insure proper credit to your account this Official Notice must accompany your payment. Mair or bring it to: -' · :! T:.f: COMMONWEALTH . COURT HOUS£ · t'.ASHINGTON, PENNA. IS301 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 dtJte ·poid, name and address of the person to y.'hom you made payment, their official title and the a:.1ount.., 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 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 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 of Obligation Amount Paid TOTAL $ (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OF: _______ _ 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 Taxpayer REPORT OF REGISTER OF WILLS I, the undersigneef, 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: ______________ _ Register of Wills RCC-134 (8-65) COMMOrtWEAL TH OF PENNSYLVANIA • D:EPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX. DIVISION ,.. OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION I ------~~~~~~~~~~------------------------~--~~~--~~----------· TO: __ S-'-T-'-E_P_._HE_:~_Z_I_B_R_IT_O_S_K_Y____ Date: April 1, 1969 R ~ D. # 3 County Washington JOFFRE, ~ENNSYLVANIA 15053 County File No. _________ _ Bureau F i I e No. _ ___;;£-=~::;.._--lii6'_o:..,..::...9....::---!..7-_~..:....:.....£_ We have received notice tht · . · on March 22 19 , you canie into ownership of certain ,ero,eer,tx throu_gh . . transfer from ANNA ~IBRlTOSKI, Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable and the I iabi I ity for the payment of the inheritance tax due is imposed upon you, as transferee. The prQPerty on/:hich tax is be1e~y asSGssed_cog~sJs .. of~ ~1, St. Bank Acct • #63-17867 and ( 2) _Sav. Cert •. 33339 bela 1n tne MELLUN ~A'T 0 :At BANK, BURGETTSTOWN OFFICE, BURGETTSTOWN; PA., in the names of STEPHEN OR ANNA ZIBRITOSK~. Opened (1) 12-4-58 .and (2) .1-28·66.. Balance as of date of death, (I) $4,729.95 and (2) $1,200.00 appraised by t~e Common.wealth, as of the date of deWh, at $ 5 '929 • 95 50 · %of th1s amount 1s taxable at the rate of % DATE OF ASSESSMENT TAXABLE AMOUNT LESS: ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE D If you pay the above amount within three (3) months of the date of death~~ the decet§t, or on or before June 19 you may deduct a discount of 5% o.f the amount of tax' due, or D This tax became delinquent one year after the date of death of the.decedent and, in addition to the tax, statutory interest at the rote 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 date additional interest is due at the rate of 6% per annum until paid ORIGINAL ASSESSMENT AMENDED ASSESSMENT 2,964.96 $-----------$-------------- 17.70 .88 $ INSTRUCTIONS TO TAXPAYERS ~. Make checks or money orders payable to: (over) To insure proper credit to your account this Official Notice must accompany your payment. Mai I or bring it to: · ~....>~ • .u fLt GOMMONWEAtTH OOURT HOUS£ . WASHINGTON~ PENNA., RS30i, 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-d.ate r-gid, name and address of the person to :.Yh.om 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, 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 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 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 of Obligation Amount Paid TOTAL $ (attach separate sheet if required) COMMONWEALTH OF PENNSYLVANIA) SS: COUNTY OF: _______ _ 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 Taxpay~r REPORT OF REGISTER OF WILLS I, the undersigned, duly elected Register of Wills in and for the above county, do respectfuliy reportithat I have allowed deductions listed above in the total amount of$ --------co Date of Approval:_.._ _____________ _ Register of Wills :.1 .-------------Form:Rcc-2 , COMMONWEALTH OF PENNSYLVANIA DATE ................. J.un.e ...... l.6 .. , ....... 1.9.6 .. 9 .................. . Dli)PA'RTMENT OF REVENUE RESIDENT INHERJTANCE TAX WASHINGTON BUREAU OF COUNTY COLLECTIONS COUNTY ................................................................................ .............. ... HARRISBURG, PENNA. 17127 APPRAISEMENT FILE NO ..................... 6 .. 3. .. ::::.6 .. 9.:::: .. 7.2 .. 6 ......... ...................... Whereas, ............. A.NNA ..... ~J.,;m.J..T.Q.'r..S.K.Y ..................................................................... late of ........................ Uit«<BXUNN .... J.O.FFRE ..... in the County of ........................................ ~A.~~}.~g.~.Q~ .................................................. Commonwealth of Pennsylvania, having die.d on the ............................................... 2.2.nd ................................ day of ....................... Mar.c.h .................................. 19 ..... 6.9. seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .... : .................... W ......... .R.. ........ C.HANE.Y ........................................................... , 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 Purpooes $ -JT. HELD PERS . . . - Jt. Bank Acct. #63-19841 and Sav. Cert. ~eld in the - MELLON NATIONAL BANK, BURGETTSTOWN OFFICE, BURGETTST OWN. PA. ' in the names of ANNA or GEORGE ZIBRITOSKY. Open ed (1) 1-28-66 and (2) 4-11-67. Balance as of date o£ death, (1) $1,756.93 and (2J $10.000.00 (1~ $1,756.93 -One-half taxable (2) Fully taxabl 10 A7R 47 1 ·- - - Having been duly sworn according to law, I do hereby certify~ the above appraisement is made in con- formity with law on this ....................... /.6. .. ~ ... day of ............................................... < .................. ~2 ....... ??"~ ....................... 19?.':J.?. .. ., ·:: ... :.::·.::::: ... :.:.::.·::·:·:·.:·::·.::::: .. ::.: .. ::·.:.: ....... ·~~.: ..... ~·=·:"~":::::.:~ ... :.::·.:::::: .. :Zl...~~~~:.~~.::::.·:. (Number and Street) .......................................................................................................................................... , (Polt Oftlee) Penna . WASHINGTON Cout1ty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .A.NNA ... ZIBRIT.OTSKY. ................................ . Deceased. Late of JOFFRE ························································ Date of Death, ················March···zz··;······l9·6·9······· Appraisemel!t Docket Vol., ........... 3.7 ................................. . Page, No. 63-69-726 I Filed in Register's Office, .. J.~.~.~ .... -~.?. ....... 19 ...... ~9 Amount of tax due $ J ·····························-·-·-································ •• DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement, Appeal f1'om Appraisement, Entered and charged, .... ., . COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG R C C-43 (6-64) NOTE: TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections Finance Building Harrisburg, Pennsylvania Dear Sir: Mattob. 24, 1969 Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: REPORTING FINANCIAL INSTITUTIONS Mellon tf&b1onal Bank 8: T:DUt Oompa ~ ADDRESS Main & McClure StreeteJ Burgettstown, Pa. 1>021 ./ J ACCOUNT NO. OF JOINT OR /;•. v, . -5.~ t/? TRUST DEPOSIT OR INVESTMENT 163-J?B67J 6)-19841J#)3))9eetttwa#Bj3S'42 Cet-t. NAMES ON ACCOUNT ~ ' --~ s.c:::_ -· OR INVESTMENT Stephen 0~ ~ Zlbl'it~ e;t::&Mao,. GeeJ~ge ~ib~itosky ---- DECEASED JOINT DEPOSITOR, ~ TRUSTEE OR INVESTOR Anna Z1bP1toslq \_./' ADDRESS BOX 16)t Jot!Pe1 Pew 1.$0:$) DATEOFDEATH ~ SURVIVING DEPOSI BENEFICIARY OR INVESTOR Stepb.oD Z1b:r.-ltolky QDCl Gewge Z1bltitoskf ADDRESS R.D.#J 01! BOX 16) 30fftt•·· fa. l$0$) RELATIONSHIP TO DECEDENT_aiOQMD_a.. ----------------- DATE DEPOSIT OR INVESTMENT 1 WAS ESTABLISHED 12·1~-$81 1-28-66J i-28-66 &Jt•ll·~-· B , \L~~?~ ~~ BALANCE AT DATE-OF DEATH 4?ac:J,<JSJfl.75611 9JJ$1200.0~1 &~0.00 ', . / ~ /"-------____.-./ . -v (I ;;~ /:/ . ;-) / _,1 I ._II _~,_A., • :'../ --_....-; ·--' .A"f'7 MAR 26196S t .. • r \. ... { . · ... . . \