HomeMy WebLinkAboutOC1970-0060 - ESTATE OF SERSENCOMMONWEAL TH OF;PENNSY,LVANIA
DEPARTMENT OF REVENUE
BURE~U OF COUNTY COLLECTIONS
•.J'INHERITANCE TAX DIVISION
RCC-134 (\-69)1 ' •
....,..,i'"""OFFICIAL ~gTI~6F INHERITANCE TAX
APPRAIS4EM'~NT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
TO:_,_.__..:.:~1R=S~·,_HE:::··::.=LE=::.:.N-=t·.:.:K)::.:lID::.:E=l~:.::1S.::KY=--_
BOX'367
".
ELLSt~RTHt PElililSYLVANIA 15.331
Date:_~A~pr~'~il~'.z.9,,-,...:!:l'.L97L.::O~_
County Washingtcn
County FileNo.JJ'-Jcf,£..
Bureau File No.t:.3 -;0 ...~()
11
We jhave received notice tha t,}ri~lJr.l$iJVP9'~"{th'l~!t.WJfXXrJ{XXXYJOOOO{X1JUXXXX'.'.,'..•.........~."..
on Nbv~ber 22 19 69,you came into ownership of certain property through ~~~~KXUX:
~f~OO~I~Qw)5~~mG:e:a@att tran.sf<:4"ft'Qm,ANDY SERSEN ~deeeasca<h;
'"Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such transfers are taxable
and the Iiability for the payment of the inheritance tax due is imposed upon you,as transf~ree,
'..
The'property on which tax is hereby assessed consists of:Jt.Sa.vings AccQunt #28.5S"h~ld in th~
~~~FIRST NA'l'IONAL -BANK &'l'RW/rOO$lP~Yj tfASHINGTONI PA.
t '.'-
I .apprai,sed by the Commonwealth,as of the date of death,at $609·.,86
_~':.:::O;..-.%of this amount is taxable at the rate of6 %
ORIGINAL ASSESSMENT AMENDED ASSESSMENT
DATE OF ASSESSMENT
TAXABL E AMOUNT
ILESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
$3~0lt~!L;9~3__$--------
AMOUNT OF TAX DU E
o If you pay the above amount within three (3)months
of the dat~of death of the decedent,or on or
bef.ore . ..19 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.
*1£the tax is not Jaid by the above date additional
interest is due a~the rate of 6%per annum until
paid
$-=================
(Agent for the Commonwea Ith)
$
ASSESSED BY:_
TOTAL AMOUNT DUE
I (J\'!';
APPRAISED BAW.R ~t .~
(Inheritance !j Appraiser)'~',
INSTRUCTIONS TO TAXPAYERS
To insure proper credit to your account
this Official Notice must accompany
your payment.Mail or bring it to:
;·,,-~..i dJJl THE COMMONWEALTH
COURT HOUSE
UJASHINGrON,PENNA.15301,
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 be!oW"tf1E~,~te paid,name and address ofthe person to whom:
you made payment,their official title and the amo!Jnt.,:,<:....~",.'
Date Paid Name and Address of Payee .Official Title .'Amount Paid'
SS:
Under certain circumstances,if,after the dote 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 th'e debts claimed and allow
those which he determines to be proper.The tax will then be recomputed and you will receive on 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
personal representative of the dec~dent 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
f
TOTAL $
(attach separate sheet if requ ired)
COMMONWEALTH OF PENNSYLVANIA)
COUNTY Of _
I,hereby certify that the foregoing is.a.i~st 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 toxed.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
Si gnature of Taxpayer
I,the undersigned,duly elected Register of Wills in and for the above cQunty,do respectfully report that I
have allowed deductions listed above in the total amount of $--------0
Date of Approva I:---'-_
Register of Wills
Fonn RCC-2
DEPARTMENT OF ~EVENUB
BUREAlr.OF COUNTY COLLECTIONS.,,,.J!'.
HARRISBURG,PENNA.171~7
COMMON·WEAL.';rIi--:..OF PEl'{NSYLVANIA
RESIDENT-INHERITANCE TAX
APPRAISEMENT
DATE ....P..~.c..e.mb.e.r......l.7..,.l.9.7.0:
COUNTY ~~~.~.~.!.1.!g~..~.~..
FILE NO ~.~.:..?.Q:.~.Q .
Whereas,A4gy ~.~.r..$.~.n late of ~!.!.~!~E.~.~..
in the County of .Ra.s.hingt.o.nl :Commonwealth of Pennsylvania,having died on
the ~.~ng day of No..v.emb.er 19..69..,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,_.tr.'..RL C..b.~.ne.y : ,an appraiser duly appointed according to law,
haying been designated to make a fair and conscionable appraisement of the said estate,and to assess and fix
the cash value of all amnuities 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 Ufe 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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurpoles
$
JT.HELD:
Jt.Savings Account #2858.held in the FIRST
NATIONAL BANK &TRUST COMPANY WA:"iH Nl"'UN 01'I'Il;l'.
,vASHINGTDN.PENNSYLANIA.In the names of ANDY
SERSEN or lo'lRS.HELEN MORDENSKY.Opened,12-31-47.
Balance as of date of death.$609.82 304 93
I
....""·~(~
..\...1 ".,..-,""'...\.~l....
',;,·.. I,...<:I ..
't~•·"-....'t),'..":'-...~:-1 ,
",.......J .."
.::~".'....
....~....",,~Total 3@4 ':93...,
,,'........~':..,~.
-.,.
-..
"...
WASHNGTON County..........................
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
AND.Y....SERSEN····································D~~~;;;~d:
Late of
.........................~LLSWORTH;..\).
Date of Death','~~y..ember 22,1969
'Appraiselllel!t Docket V~~:·""········:······.i8"·····"···"······":""""··,.
Page,~.~.:..~No..63-70-60.......................................
Filed ill Register's Office,p.~.9..~:t.:.?..L ...19...?.~
A11I.ount of tax dIce,$:~.
DEPARTMENT OF REVENU.E
Received,
Examined and Approved,.
Wrote abo.ut A ppra.isement,
Appeal f"om Appraisement,.
Ente.red and charged,:.
"
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R CC-43 (5-65)
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COMMONWEAL~t%&FPENNSYLVANIADEPAR~MEN"OF REVENUE
HARRISBURG
.'''''..~-'",,,.f
j
NOTE:TO BE SUBMITTED IN TRIPLICATE
Pennsyhtania Department of Revenue
.Bureau of County Collections
26 S.4t'Street
Harrisburg,Pennsylvania
Deor Sir.:.,
.'.Fursuant to Section 742,'Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
NAME OF REPORTING
FINANCIAL INSTITUTION First National Bank &Tt.Co~,WzsMyton.Pa.CHARLEROI OPfl
•!""t..'.,..,':1
ADDRESS'D.O.Box 97,Charleroi,Pennsylvania 15022
ACCOUNT NO.OF JOINT,""
TRUST OR INVESTMENT DEPOSIT SQv!ys ACcount 12$$8
NAMES ON ACCOUNT'
OR INVESTMENT Andy Sersen .~I
,Asslstant'Ca~hler
TITLE
.'.:.'Mr·s.Helen Motd~nSk", . . ,i./
DECEASED JOINT DEPOSITOR,.",J,"
TRUSTEE OR INVESTOR _-'-'_A...:.._n-=dy~"...:..~_r_s_e...:..~,_-1.....c.~_,,----,-...;....:..__--,-....:.-_
I •"I
, (•I I,
.ADDRESS ~367 i EllSWorth.fa.,15331
DATE OF DEATH November 22.i969 .
SURVIVING DEPOSITOR,
BENEFICIARY OR INVESTOR Mrs.~leD MOrdensky'
ADDRESS _--"-Bo=¥;;....;:;..36;;;.;;7-11•...;.·E=l;;.;:l;:.sw::.;o:.:::r..=.th;:JjtL...;;;.'~=.a':...-=15:.::3:.:3.::.1-:--~._,_
RELATIONSHIP TO DECEDENT.~.;;;.;:Da:.::u:agh::.:'t:.:e=-r _
DATE DEPOSIT OR INVESTMENT ,
WAS ESTABLISHED ~Qember n t ·1947v1
BALANCE,INCLUDING INTEREST .
DUE,AT DATE OF DEATH $609.~~}.,.,..~./J'.V
~3 0 7<13 ...,'If L.?'~-#~-/
r liif "'~'70r".:~:/~=-
/ I.~
."....,
j
OFFICIAL NOTICE OF INHERITANCE TAX
APPRAISEMENT AND ASSESSMENT OF
ASSETS NOT SUBJECT TO ADMINISTRATION
RCC-134 (8-65)
COMMON~EAt.:T:H.OFPENt:lSYLVANIA
DEPARTMENT OF REVENUE
"'.BUREAU OF COUNTY COLLECTIONS
INHERITANCE T~:c.DIVIS19N ,•..;
iiiiiiiiiiiiiiiiiiiiiij__iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii;;;;;;;l;;;iiiiiiiiiiiiiiiiiiiiiiiiiiiiii;;;;;;;;;;;iiiiiiii3iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii~iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii~
TO:_~J_O_HN_S_E.:-R....:..$E-,-,N~_
BOX 23
VA~VOORHIS,PENNSYLVANIA 1~366
Date:',"',D,ecember 29,1969
County WASHINGTON
County File No.--7'""'"""'::---=--~I"""""::ii~
Bureau File No.__l_:!_-~_o_-_t:_(}__
We h~ve rec2ived notice that ~xxxxxxx'XXXXXXXXXXXXXXXX¥XX,XJX.UXX
on ov.,2,19--!~you came into ownership of certain property through DlIbtxii~
:_tran·sf,er from ANDY SERSEN,Decea's'ed.'
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 propertr on which ta,X,iS hereby ass.essed consi,~ts,of:",~t.~avl,"'~f,t.#1~611 he~d,in:the,
~$TERN:PENN4~NAT.'L.BA~"MONONGAHELA OFFICE,MONONGAHELA,PA.,in the'.,,
names of'JOHN or ANDY'SERSEN.'Opened 3-31~54..Balance'as of date of'death,
-12,,432..84;'t'i'','.'",', ':
appraised by the Commonwealth,as of the date of death,at $,2,432.84
SO %of this amount is taxable at the rate of 6 %
ORIGINAL ASSESSMENT
DATE OF ASSESSMENT
TAXABLE AMOUNT
LESS:ALLOWED DEBTS
NET TAXABLE AMOUNT
AMOUNT OF TAX DU E
o If you pay the above amount within three (3)months
of the date of ie~h o~the dec 7dent,or on or
before ,e.2 19 0 you may deduct a
discount of 5%of the amount of tax due,or
o This tax become 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
$1,216.42---=-----
72.98
AMENDED ASSESSMENT
/~/t.?zj
$----:/o=...~3,...0~:d=d~~
ASSESSED BY:_
*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:----1=£L.~~~~~~~-
$7,2.98
(Agent for the Commonwealth)
INSTRUCTIONS TO TAXPAYERS
b
Make checks or money orders payable to:
"Rwm:/f N..t~
;AGENT FOR THE COMMONWEALTH
i COURT HOUSE .
WASHIr~GTON,PENNA;15301
(over)
To insure proper credit to your account
this Official Notice must accompany
your payment.Mai I or bring 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 pe!~on h:)""whom
you made payment,their official title and the amount.~.~'
~
Date Paid Name and Address of Payee Official Title ,~/....'AmouM 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 yalue 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 th,s 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 requ ired)
COMMONWEALTH OF PENNSYLVANIA)
COUNTY OF:--
SS:
,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
Si gnature of Taxpayer
I,the undersigned,duly elected Register of Wills in and for the above county,do res'pectfully report that I
have allowed deductions listed above in the total amount of $"
Date of Approval:~_
Register of VIills
:..,.o.
.,
......,.
\
KEEP THIS AS YOUR.RECEIPT
332281
#u".........
~
1~lliit\:11'1"IIJi !II 1"'11'1'''''lilt'II!!llI':r~W ,I'lf'..I~NI~1.I'*'M.:I'":.:'.:ill.i;:::.t,j;::j.Ii::,.£1fl1~1''I,!jill ·nt,I'·,1:liill!~i:lll :hull.\.IWl.1
CASHIER'S CHECK PURCHASED FROM
WESTERN PENNSYLVANIA NATIONAL BANK
McKEESPORT,PA./
--'.............-.'..'....'.. .~~
-.------~-----"-~....
Fonn RCC-2
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG,pEiNA./712 7
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE"TAXl')-~.
APPRAISEMENT
DATE !..~..~..~~..~.t.~..?.7...9..
COUNTY ''lASHIN.GT.Q.K .
63-70-60FILENO _ .
ANDY SERSEN VAN VOORHISWhereas,TvASHINC.T"ON"late of .
in the County of Commonwealth of Pennsylvania,having died on
the ??..~~day of ~.<?y..~.~?.~E 19 ()..~,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,_W.•.....R •......c.a4..NEy.,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 Ufe or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer
inheritance taxes at the llltWful collateral rate on any such future interest.
Description of Allet
JT.HELD PERS.:
JT.SAV.ACCT.#18611 held in the \mSTERN
PENNSYLVANIA NATIONAL BANK,~lONONGAHELA OFFICE,~lON-
ONGAHELA.PA ..in the names of JOHN or ANDY SERSEN.
Unit
Values
$
Appraisement
Made for Inheritance
Tax Purpoles
Onened 1-11-54.Ra1ance a~of date of np.ath $2 4.12 84
One-half r.axable 1,216 42
G::,oss
D tiD
$1216.42
1355.00
Cle~r Value NIL
form~v~fhbl:~::~h~w~~~/~~:~;o~e~~~~~~~~;;;;;~~"::
.....................~.
umbl!T and Str~•
..........................._..;~~,Penna.IPt !Bee)
\vASHINGTON County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
ANDY SERSEN
Deceased.
Late of
VAN VOORHIS
.Date of Death,N.o.v..•......22.,.l.96.9 .
Appraisemel!t Docket·Vol.,~.e..
page,4~~N o §.J..~..7.Q.::7..9..Q .
Filed in Reg~ster's Office,1..-::-..1.9..-::-19 7.0
Amaunt of tax due,$.
DEPARTMENT OF REVENUE
Received,
Examined and Approved,,.
Wrote abo.ut A ppra.isement,
Appeal j,-om Appraisement,.
Entered and charged,.
~T"
OJ
~J
~I
"1
~'
December 11,1969
.~...!
,
-,;'.\.-,,('
R C C~43 (5-65)
./..,"",'~;9'.;i'...
b3 -10 -toCOMMONW~ALTH OF PENNSYLVANIA rf!~~.f::/~·r:·ODEP~RTMENT OF REVENUE l,(lUNTy.....~~/~UOF'
HARRISBURG [j.v~·f.LE:CrIOu~
"ufO /5 '7 v
31 0fN '69
,
\
NOTE:TO BE SUBMITTED IN TRIPLlCAT£;
,.
~-
Pennsylvanic Department of Revenue
Bureau of County Collections
26 S.4th ,Street '
Harrisburg,Pennsylvania
Pursu.:mt to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961,
we here.....i'th submit the following report:
NAME OF REPORTINGFINANCIALINSTITUTION WesternPen,na.Nat'l Bank
ADDRESS Fourth &Main St:i',r-1onon,gahel,a,~a.1,063
ACCOUNT NO.OF JOINT,
TRUST OR INVESTMENT DEPOSIT Sayings AcooUllt#18611
NAMES ON ACCOUNT
OR INVESTMENT John or Andy$ersen '.
DECEASED JOINT DEPOSITOR,~
TRUSTEE OR INVESTOR __An_d....y_._Se_J!-,s-Em-...--V--__-------
.\
ADDRESS Box 23.Van lloorhis;Pa,"
DATE OF DEATH IJJN'I.ItI.JItttll IIlQltf?t~ber 22,i969
SURVIYING DEPOSITOR,
,BENEFIC IARY OR INVESTOR _..;:..Jo~hn.:::...:S::..:'e:.:,r.;:.se;::n=-----
ADDRESS ----,-_----------.----
RELATIONSHIP TO DECEDENT ~tmDATEDEPOSITORINVESTMEN-T..,IiI"I"Ii·~.,--.-.-------------
WAS ESTABLISHED March 31"]954/
~,..f BALA~CE.,INCLUDING ,INTEREST
DUE AT DATE OF DEATH $..=.2~43~2.::.;,'-8:::;:l4~--.-.------.,._~-r--~---'O'~f'l'".,.,~'"!)~P-~~-tt _~i 7 /ffiL -J
..;_....,,.,~"!O J,t 5-~().'Signaturl·TITLE~~..._'Manager