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HomeMy WebLinkAboutOC1971-0389 - ESTATE OF KISELOWFeC-43 (5-65) _i .. COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBJRG .January 21.19'-11 Jf :~%:I~)~o,J/r 5~~.~ NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisburg,Pennsylvania .Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: NAME OF REPORTING FINANCIAL INSTITUTION .j,~.'tQ'~l :BeAll:',~.C~l........~.....-,-..,-~-~, ADDRESS 1 Wa$f.Ps;k.e .treatieA~&1~g,:J!a..1S31:1ACCOUNTNO.OF JOINT,...~.......'. TRUST OR INVESTMENT DEPOSIT SBvf'ng·sAcet.I72IR ~~~~~~~T~~~~UNT ~a~~'-a'6.ep.I!l lawlh / ADDRESS Tbt#(1'.st~s i9llst.~,.·Pa,'lS~ DATE OF DEATH JGR'QQl'i"10,19"J1,. SURVIVING DEPOSITOR,. BENEFtCIARY OR INVESTOR ..*.le$eph ••~el. RELATIONSHIP TO DECEDENT ...a;3~o•.,..,•..-,--_ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED -------'~_~rl~L---------I BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $----;;~~t---_jl::t_""---':..:;.;;....--t-H--+-r f~§5J,1] I)/{t t .- RCC-43 (5-65) COMMONWEAlLTHOF PEHNSYLVANIA - DEPARTMENT OF REVENUE HARRISBURG NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harri sburg,PennsyIvan ia Dear Sir: Pursuant to Section 742,Pennsylvanic Inheritance and Estate Tal(Act of 1961, we herewith submit the following report: NAME OF REPORTINGFINANCIALINSTITUTION __W_e_s_te....r_n_P>9_n_n_a_N_a_t_io_n....-a_l_B_a....n....k _ L:-- ADDRESS 22 E.Pike S-:..,Houston,Pa.15342 ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT #_9_02--'-_ NAMES ON ACCOUNTORINVESTMENT Alex E.Kiselow or Jcseph E.KiselO101 DECEASED JOINT DEPOSITOR,~ TRUSTEE OR INVESTOR A;:.....:l:...:EX::......:E:.:•.=K;::;is:...:e;.;:l:.::.,ow:.:..---:V=--_ ADDRESS .....T!:.!..hl..6i.l.:!rd~S'-l.:true;;sew.t .....__H_ou:;.:5....:.t....:.on:.:..:,:......::...P=.a=-'-=1:.:::.53::::..4.:..:.,~:-..._ DATE OF DEATH ~=---.:J:..:;-a;:,:.n....:l:.:O..:!..-,....:1::.;;:9:.l,.71=------- SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR J_o_se_p_h_E_._K....is....e-1-o.-,,------- 6:55 AIJine Drive"Canonsburg,Pa.15317 Mgr TITLE Son ADDRESS RELATIONSHIP TO DECEDENTDATEDEPOSITORINVESTMEN-'.....T--------------- WAS ESTABLISHED --I1a..::.y-27:...:,~19:..::'6..:..9--~__---- BALANCE,INCLUDING INTEREST /f DU E,AT DATE OF DEATH $----:$_2.:....98-6-.4..:.5-...:..:z=-~_-~).,,:,I1f:-.C;~3~/_J_J__ #W Q~rd I!''If.1,2.3 ~ffJf 4 eM .$'Ii 012.A.-4-C/.--1':1f'1 /Signature / ",AI.PUT,?DPIVF., RCC-3,,'(1-69),~ COMM'JIvEA~T.~OF PENNSYLVANIA Df;oPARTMENT OF REVENUE OFFICIAL NOTICE :OF I~H'ERITANCE TAX BUREAU OF COUNTY COLLECTIONS APPRAISEMENT ~ND ASSESSMENT OF IN-IERITANCE TAX DIVISION ASSETS NOT SUBJECT TO ADMINISTRATION~iiiiiiiiii!iiii~iiiiiiiiiiiiiiiiiiiiiiiiiiiiii~~~;;iiiiiiiiiiiiiiiiiiiiiii;iiii~~iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii'l TO':JOSli;Pli E.KISFT£)1rJ Dote:~~J!!.!an~,~ua~ry.J.-:::.2::::.B.Lt..:::1=.,97u..::1:-_ CQunty ~......,.Iil;.iU;lAlJ,,;!Sl.r.iHu.T.I.lINGuT.wQol.lN.lL.------_ County File No._ Bureau File No.~J -,/%-.Jtit 1fte have received notice tho t,~"t.g'.ooXJQfnl{}g'OOtmfx;g:..v....x."'XX:xXXX:'-uydY,.;'C."{.'Qlv_y_y_'C.U.:x..XXX1...~xx..y.XXXXX' on',..JEln'1,;)rylO,,19.,...+J..,you ~ome into ownership ef c,er-tain property through ~2fu~...mmrlrx:L'1Q{,i 'Q'§,~~'@:tt:!»K..'m~o1J&«Q';oot'l(transfer from AL~X E.KISE:'.mv,Deceased. Under the Inheritance and Estate Tax Laws of the CQmmOoflwealth Qf P~nnsylvonio such transfers are taxable and the liability for the payment of the inheritance tClX due is,imposed uj:on yQlI,as transferee. The property on which tax is hereby (lssessed consists of:--e.~~i,;1,J,I.,~~..Ll..!;.I:;IJ:.WJJ~~l.J.<',--LJJ~L..J..u...L.O.JI::::-__ as or drte of.de~th,:ii9,??Q.A9L appraised by the Commonwealth,CIs of the dClte of death,at S 9,220,,49 lGO,%of this amount is taxabl.e at the fClte;of .,€J '~, ORIGINAL ASSESSMENT DA TE OF ASSESSMENT tAXI\BL.E AMQUNT L.ESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMENDED ASSESSMENT $!()(2/.3 /=<: e(.Y/o,ys/ o If you pay the above amollnt within three (3)months ot the date of death of the dec;edent,Qr on or bE-fore Apr;))J Q.1973 .you may deduct a d~collnt of 5%of the amount of tax due,or D This fox became delinquent,fifteen (15)menths after the date of death and,in addition to the tQX,statutory interest at the rate of 6%of the tllX per annum is also due os of * 11,__in the amo.unt of *1;'the tax is not paid by the obove date additiona'l ,iaterest is due at the rate of 6%per annum until p'Jid 2'"/6 .___....._'U2._--- ~.7~0 0 (Agent for the Commonwealth) ASSESSED BY:_~_APPRAISED BY: TOT AL AMOUNT DUE ttl [elM/tot(Inheritance Tax Appoier) $553.23 $=====Y==Z~J:=<=o==a=== INSTRUCTIONS Te TAXPAYERS Make €hecks or money orders payable to:To nsure proper credit to your account this Official Notice must accompany yOlll payment.Mai I or bring it to: 'K~ye:11 AIA~ ..Uo.l{:ji K'12U l-H~'"i •• 15301 .." If you have already paid this tax to an executor,administrator,attorney or other personal repre~sentative ofithe ,-decedent for forwarding to the Commonwealth,list below the date paid,name and address of the p,er~oQ tothom you made payment,their official title and the amount.",'." '";'",,_,':..~..,:'. Date Paid Name and Address of Payee Official Title SS: Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenses or other just debts'o'f the decedent,with funds derived from the property herein taxed,such amounts expended by you may qualify as deductions against the gross value of the property in the computation of taxdue..lfany such expenditures meet all of the three following tests,it is recommended that you itemize the payments below" execute the affidavit,and return this notice.The Register of Wills will examine th~d~bts claimed and allow those which he determines to be proper.The tax will then be recomputed and you will receive an amended assessment of tax. THE THREE TESTS WHICH MUST BE MET ARE THAT: 1 -You were personally legally responsible for these debts,and 2-You actually paid these debts out of the account or property described above and can furnish proof of such payment,if required,and 3 -These same debts are not also claimed,for tax purposes,by an executor,administrator or other personal representative of the dece~ent handling the administrationof the general estate of the decedent or any other transferee. SCHEDULE OF DEBTS Date Paid 'Name of Payee Description of Obl.igation Amount Paid ,, " . TOTAL ,$ (attach separate sheet If requ Ired) COMMONWEALTH OF PENNSYLVANIA) COUNTY OF:_ I,hereby certify that the foregoing i's 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 Wills 2·You actually paid these debts out of the account or property described above and can furnish proof of such payment,if required,and ., ...>J-------[. ~,-..'."';"i'..-+"'~'.I"~"-~. '':1~~,~,~...,...~-.~....-...-...--..' ~·U{\der certain circumstances,if,after the date of death of the d~cedent,you perscna:lly paid funeral eltpenses ."trothel just debts of the decedent,with funds derived from the ,property herein ta:ed,such amounts eltpended i..,iYt}'~u may qualify as deductions against the gross value of the property in the ccmputation of tax dut'.If 4ny·';luch~.)pendituresmeet:all of the three following tests,it is recommended t~at you itemize the payme"ts btlo>w, ,''t~X.cutl the affidavit,and return this notice.The Registe.of W'ills will exa.l1ine ile debts c1aimed'and,ciitcw t ~l"~those wnich he determInes to be proper.The tax will then be recomputed and you will receive an amended (t .'assessment of tax. 4.''.~i'tHE THREE TESTS WHICH MUST BE MET ARE THAT: ~tv _'t'.J .You were personally legal,"y responsible for these debts,and :~....Jo-• ( ,"::~:"T',,,!,,~-,,:",,,,.#,~".,~. ':'<.~..,':.,..""'~''l);.'~:"""'~~~:'f...~~.. ,t~':;i'~"~'",---""-~..,~iZI"~+ ':~ft:~U1Ou hove alr.eady paid this tax to an executor,a<k;¢t"~~sf~~,.cttorney orc:ther personal representative,oflthe . ;i!'t·;4tctdent for forwardin9 to the Commonwealth,list below t"te date paid,!lom~and address of the pe.run;to,,,hom. :~":'.:.;ou rode payment,their official title and the amount.'....··l'~r'.,';'!~~.'.~•."~\'.';j Name and Address of Payee Offici'al Ti1 e Amount'Paic ""'''''~ 3-These same debts are not also claimed,for tax purposes,by an executor,administrator or other pers,nal representative of the dece~ent handling the adllin,istration of the general estate of the decedent or any other transferee.. SCHEDULE OF DEBTS Amount Paida1'c ..00'c ..00 ~,-.:01 II .(I( ... • 0..»0.2 ~.~.t4 ...~0..,:1 11.34 I 3 ...30 , 7.50 • 50 ....)0 TJTAL $2810 ;;}4 A Garba2e Collection (attach separate she~t if required) ·,.n &.p'osa CoLlector Be Teleohone Co.[.ast 111 ...1..Dairv LAst:ill - ,11/71 11/12/71 I.~ .·~/lfi/71 , ~". ~..- 1'es ~Penn -UWC::L Co.[..ast: ~:0ll&'Bbia Galt Co.Last B: .:1 zens Wat:er Co.t...ast: 'lSI f1 Wm ...SDeakman Funeral i':''''•~r='1~'i~rf-1+;Dr~.~M~al='r'V~C~~la=v~a::-:ls:-:i:i-=n:-::a-t-'T;-:·,.a=::s~t~I~:'l~:l=n-::;E=-ss=--..o...---------~-.6;Nt.~~----i 1-'>..~'~~I~~±Q:r.Alh~c~r.~P-n~~··:f"-:t::~,aI11T~r,.a;IA~~t:~T~'l~·~:====:=======t~~i:f~==j~"- ---~-~..M-!~=+rl~~W~+-.l....a......~Z~uv~er":-:----:--=--=:I~F~l~o~w~e==:r~s--:-_F~'un~e~r~a~l=---+__H...Lf~__-I,Miraculous Medal Ch Funeral Services Date Paid Nome of Payee Descript on of Obligation 1~~;f~MMOHWEALTH OF PENNSYLVA~A)SS: ~.:t,COUNTY OF:Washington .) "t"._.eph Kiselow (S )I,Jos on hereby certify ihat he foregoing is a iJst and true statement of funeral expenses and other debts of the decedent,.Alex E.KiselOw I for which I was legally rel90nsible and wh ic hidi d payout of the prope-rty herei n toxed.I furtfler certify,that to t:le belf of "'y knowledge and belief,these same debts will not be cl::Jimed by on)othe;person,for inheritance SWORN AND SUBSCRIBED 25th DJlY OF E. I,the undersigned,duly elected Register of Wills in and for the above county,do respectfully report thet I hove allowed deductions listed above in the total amount of$'.. Date of ~_pproval:--:,-_ Register of wills _.~".... I I RCC-134 (1-69) COMMONWEAL:TH OF,'Pn.lNSYLVANIA '[).EPARTMENT OF REVENUE BUI<EAU OF COUNTY COLLECTIONS I-lHERITANCE TAX DIVISION -",...... OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENl ANC ASSESSMENT OF ASSETS NOT SUBJECT -0 ADMINISTRATION CANONSBlffiG...,PENNSYl.VANIA 15:132 Date:FebruB't'Y 2,1971 County WASHINGTON County File No._ ,toSEPS t\ISlclUJW 655 ALPINE DRtvE TO:_....u.LIl....IJ~.L...J.l~;l,;,&,l,;tIiLU-_ We have received notice that,"~.~.•.'1fil:XIXXXXXmxIX2tX',{~x:x:x.xx:xxx.x: on .JalJUBQ'10 19~7~:you came into ownership cf certain proJertythrough'. w~~~:moo~h"'e~.transfer I f:t>Oli1 ~E,KISF;LOW,DEleea~ed. Under the Inheritance and Estate Tax Laws of the Commonwealth of jennsylvania such transfers are taxable an~the liability for the payment of the inheritance to):due is imposed Lpon you,as transferee, The property on which tax is hereby assessed cons sts d:Jt.SIlY:l.nSS Account IJ902 held :in the WESTEaN pENfJSYLVANIA NATIONAL BANK",HQUS'i'OtI OFFICp~,HOOSTON,PENNSYLVANIA.in the names pf ALIDt Eli KISEL01i OR JOSEPH E.KISEI.Qti!<j .Opened M!:,..27,1959,Ba.l.(l).n:ee a.s of dat.e of ap~,raised by the Commonwealth,as of the date of dea"h,at $2.,9$6.45 50 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TA(ABLE AMOUNT LE.;S:ALLOWED DEBTS NET TAXABLE AMOUNT $-------- AMOUNT OF TAX DUE " o f you pay the above amount within three (3)months ,)f the date of death of the decedent,or on or :)efore April 10 19 71 you may deduct c t:liscount of 5%of the amount of tax due,or D 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 paid by the above date additional interest is due at the rate of 6%per annum unti I paid TOTAL AMOUNT DUE $$================= ~...-,/' APP ~AISED BY:_.l...<a~Y::L..p"w')~"I>~,;d;-£+.t....,./!..!-'"=t...(~_y:;..·::.....__ (Inheri ance Tax Appraiser) A~SES~ED BY:_ (ft.gent for the Commonwealth) INSTRUCTIONS TO TJ-XPAYERS Make checks or money orders payable to:1 c insure proper credit to your account th,s Official Notice must accompany yOJr payment.Mail or bring it to: 1530. If you have already paid this tax to an executor,adr.nin-ii!trator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,list b'elow the date paid,name and address of th,<:._p~rs;rf to whom you made payment,their official title and the amount. Date Paid Name and Address of Payee Official Title Amount Paid ii COUNTY Of _ I,hereby certify that the foregoing is a just and true statement 0 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. es ed ny low, w ,) f Amount Paid TOTAL $ Signature of Taxpayer Description of Obligation SCHEDULE OF DEBTS (attach separate sheet if requ ired) Name of Pa ee SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF____________19__ SS: COMMONWEALTH OF PENNSYLVANIA) Date Paid 2 -You actually paid these debts out of the account or property described above and can furnish proof of such payment,if required,and THE THREE TESTS WHICH MUST BE MET ARE THAT: 3 -These same debts are not also claimed,for tax purposes,by an executor,administrator or other personal representative of the decedent handling the administration of the general estate of the decedent or any other transferee. 1-You were personally legally responsible for these debts,and Under certain circumstances,if,after the date of death of the decedent,you persona1lly paid funeral ex pens or other just debts of the decedent,with funds derived from the property herein taxed,such amounts expend by you may qualify as deductions against the gross value of the property in the computation of tax due.If a such expenditures meet all of the three following tests,it is recommended that you itemize the payments be execute the affidavit,and return this notice.The Register of Wills will examine the debts claimed and allo those which he determines to be proper.The tax will then be recomputed and you will receive an amended assessment of tax. REPORT OF REGISTER OF WILLS 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 $• Date of Approval:_ Register of Wills Form _RC~-2 .COMMONWEALTH (oF PENNSYLVANIA DATE ___........Ap~;i,J.....+3..........+.9.7+..........................,....-•EPARTMENT OF REVENUE RESIDENT iNHERITANCE TAX ...........w?&b.;i,p,gt...9.P.:.......................................~COUNTYBUREAUOFCOUNTYCOLLECTIONS H4RRISBURG.PENNA.17127 APP:lAISEMENT FILE NO•................~2.=7.+.:=~..?.9........................................ Whereas,...............................................Alex...E.•.....Kis..elow................................................late of ............................tl9.~.~.t.9.J}.......................................................... in the County of .......................................................W~.~.h.mK~.Qn .............................................Commonwealth of Pennsylvania,having died on thE:........................t.~.n:t.b.......................................................day of .................~.~..~:r.....................................19.....7;1"seized and possessed of an estate subject to Inheritance Tax under the laws of the Corr.momvealth of Pennsylvania; Therefore,I,FRANCES LEO an appraiser duly appointed according to law,..................................................................................................................................., haring been designated to make a fair and conscionable appraisemer.t of the said estate,and to assess and fix the cash value of all annuities and life estates growin5'out of said esta:e,hereby file the following appraisement: In the event that any future interest in this estate is trans:erred in possession 0:-enjoyment to collateral heirs of the decedent after the ~xpiration of any estate for life or for years,the CommonweeJth h~reby expressly reserves the right to appraise and assess transfer inheritance taxes at the lawful collateral rate on any such future interest. I AppraisementUnitDescriptionofAssetValuesMadeforInherltanc.Tax Purposes :$ Jt Sav;np"S Account #7202 held in the Iv1E:.LON NATIONAL BANK &TRUST COMPANY.CANONSBURG OFFICE.CANONSBURG~PENNSYLVANIA.In the names of ALEX E.KISELOW IN TRUST FOR Jas·EPH E.KISELm,'.Opened g-1-57.Balance as of date of death,$9,220.49 9,220 49 , Jt.S:winp"S Account #902 held in the WE5TERN PENNSYLVMHA :'JATIONAL BANK.HOUSTON OFFICE HOUSTON.PENNSYLVANIA.in the names HF,Y R l(T~k'T ()IAT nR h ~:I--'H F.KTS-k'T ()l,r ()"';:r>"Ior'l t;_?n_t;Q ~.."..,...,,""..,'",,-f'r'I.,+"""f'r'I"".,+l--.ct:0 oot.J.t:.2~986 45-" , , I 1 f.rm:V~~hb~:::~:'We>rn.c:"'~~~~'~.~o~~~=':~~t~~~S~iS;::i?? Apprai8er ...•...............................................,..-............................................................................,.............................~...............................................?:L!.....'j'P;;;;t"'Offl ).....H •••••••••••••••H ••••'Penna.1 -- W"A$IfqlJg~9~H'H""""""County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ............................ALEX E.•....KISELQW . Deceased. Late of i19.iJ.$TI?N Date of Death,J.,;:::J.,~7J":. Appraisement Docket Vol.,. Page,HH H No 6.3~.7l~3.$..9 . Filed in Register's Office,Aprll..l,3 19 71 Amount of tax due,$:.. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo.ut Appra-isement,. Appeal j,.om Appraisement,. Entered and charged,. "• 1- BUR:AU OF INDIVIDUAL TAXES INHERITANCE TAX DIVISION DEPI.280601 HARKISBURG,PA 17128-0601 COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE INHERITANCE TAX STATEMENT OF ACCOUNT REV-1607 EX ,AFP (03-96) I .J DATE ESTATE OF DATE OF DEATH FILE NUMBEiR COUNTY ACN 08-05-96 KISELOW 01-10-71 63 71-0389 WASHINGTON 101 Amount Remitted ALEX E MAKE CHECK PAYABLE AND REMIT PAYMENT TO: REGI STI::R OF WIL LS WASHINSTON CO COURT HOUSE WASHIN3TON,PA 15301 NOTE:To insure proper credit to your account,submif the upper por~ion of ~his form wi~h your tax payment. CUT ALONG THIS LINE t:-RETAIN LOWER PORTION FOR YOUl:RECORDS <'.1------------------------------------------------------,----------------------------------------------------------REV-1607 EX AFP (03-96)~~*INHERITANCE TAX STATEMENT CF ACCOUNT *** ESTATE OF KISELlJW ALEX E FILE NO.63,71-0389 ACN 101 DATE 08-05-96 THIS STATEMENT IS PROVIDED TO ADVISE OF THE CURRENT STATU~OF THE STATED ~CN IN THE NAMED ESTATE.SHOWN BELOW IS A SUMMARY OF THE PRINCIPAL TAX DUE,APPLICATION OF ALLPAY''1ENTS,THE CURRENT BALANCE,AND,IF APPLICABLE, A PROJECTED INTEREST FIGURE. DATE OF LAST ASSESSMENT OR RECORD ADJUSTMENT: PRINCIPAL TAX DUE: PAYMENTS (TAX CREDITS): 03-08-82 503.76 PA"r'MENT RECEIPT DISCOUNT (+)AMCUNT PAID[ATE NUMBER INTEREST (-) 0,,-12-71 XB124926 .(0 475.00 08-03-96 WRITEOFF 41.E9-70.65 i / TOTAL Tt.X CREDIT 503.76THEDEPARTMENTHASWRITTENOFFTHE !BALANCE CFBALANCEDUEASUNCOLLECTABLE TAX DUE .00i INTEREST AND PEN..00 TOTAL DUE .00