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HomeMy WebLinkAboutOC1969-0805 - ESTATE OF DRIPOLA--------------------------------------------, OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION fCC.134 ·65) 't.OM~·Q~EALTH OF PENNSYLVANIA_~~ARTMENTOF REVENUE d'UREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION TO:J_E_NN_I_E_K_N_IZ_N_E_R _ MARIANNA,PENNSYLVANIA 15345 j Date:__--=MA=Y;.....::2:..::,8,.L!--.:1=.;9;:..:6::..::9=---_ County __....:W.:.:.A::.::S~H~I~N~G~T~O:1N _ County File No._ Bureau File No./,.1 -tf·f(}S We have received notice that~~Jmxx:XXXXXXXXXXXXX:XIXXXIIXIIIIIXIIIIXXI on May 16;'19--6.9,you came into ownership of certain property throughmXIWKiXIr~~i~1 ~~~~X transfer from ANDY DRIPOLA,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:Jt.Sav.Acct.#2492 held in the FIRST NATIONAL BANK &TRUST CO.IN WASHINGTON,WASHINGTON OFFICE,WASH- INGTON,PA.,in the names of ANDY DRIPOLA or JENNIE KNIZNER.Opened 5-11-67 Balance as of date of death,$~7~8~9~.~96~__ agp.raised by the Commonwealth,as of the date of death,at $__7..:..8~9..:...9=-6.:::...-_ o %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 D If you pay the above amount with in th ree (3)months of the date of death of the decedent,or on or before Aug.16 19 69 you may deduct a discount of 5%of 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 rate of 6%of the tax per annum is also due as of *_ '19 in the amount of $__...:::3~9:-:.4~•.=..;98:=:...-.., 23.70 1.18 TOTAL AMOUNT DUE $ ~'If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid APPRAISED BY:e......ol!!~-4-~~~~77=::::::::...- 23 •70 $-=================.. ASSESSED BY:---L.~':::=:'::~~~...!:~L·::::!::J::::Z'£:=:!<!!.=::I!t$d=.:IZ....-_ (Age'nt'for the Commonwealth) 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: FID';;'II.~~~'I\~,\\\ 1HUi·-".-(-.'' \ ,_..\ ",'.,..'":&:. . .~,. ..'."'...,h'·.,",...1COURTHOUSE··...···,· -'Atf:lJ.NGTON,PENNA.15301: If you have already paid this tax to an executor,administrator,attorney or other personal representative of the decedent for forward ing to the Commonwealth,Iist below the date pa id,name and address of the person to,whom you made payment,their official title and the amount.~\, Date Paid Name and Address of Payee Official Title Amount Paid I~ 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 t~ese 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 A Name of Pa~~Description of Obligation Amount Paid <"-,:;Jo -L.Y VW'AL :JI L/,A-YZ ~j d A/~~//A<P/,SO f.1'/J - v TOTAL $J3?/,.sO (attach separate sheet if requ ired) VANIA) ,..SS: rtify that th foregoing's a just and true statement of (eral expenses and ot r debts of the decedent,,for which I was legally responsible and which I did payout of the pro erty 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. __l_DAYOF IlE.PORT OF REGISTER OF WILLS ~~:-,f'-~3~ I,the undersignea,duly e ected 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 ~ (-~;"",.- -I -,,'I R CC-43 (5-65) NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania_____...-r- J-09-F: 4111'~3.-67,gf1S- Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: I.~Jennie Kniener NAME OF REPORTING • FINANCIAL INSTITUTION The FU'st National Bank &Trust C011'lP'IDY in Waeh~ngton ADDRESS 83 S Main st,Washington..Fa 15.301 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT SaVings Account #2492 NAMES ON ACCOUNT OR INVESTMENT _---=-An~dYL.....:::D-=-ri:=JIpo=la::;.,..,;:;o:::...r _- DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR Andy Dripola---"---=:.....:------=----------,. ADDRESS ~Ma~r~ia~nn~a;.L•....!P...!3ia~l!o.Z5~34:L,j5L_._ DATE OF DEATH 5/16/69 ,/-~:-=---=-....:.-_--------------SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR Jenn1e Knizner----------------- ADDRESS M_a_r.::..ia::....nna.~~....:..P..::.a_=15::::3:.::4~5 _ RELATIONSH IP TO DECEDENT-:--_S_t....8pdal.....-Ul""""""--h_te.....;.r _ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED Made Joint 5/11/67 BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $$..:...:7~S..:..;9.;..:.9..;;..6 _ MAY2 31961/1 i4:.J~3',10 G(d /1('