HomeMy WebLinkAboutOC1971-0681 - ESTATE OF KINSER,~
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COMMONWEALTH OF PENNSYLVANIA Rc
DEPARTMENT OF REVENUE Coufl 81JR~ftv£o •
HARRISBURG · . Ty COL~~Of! _
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RC C-43 (4-69)
NOTE: TO BE SUBMITTED IN TRIPLICATE ~3-71~ .~11
Pennsylvania Department of Revenue
Bureau of County Collections
26 S. 4th Street
Harrisburg, Pennsy I van ia
Dear Sir:
3%-lff7-l
Pursuant to Section 742, Pennsylvania Inheritance and Estate Tax Act of 1961,
we herewith submit the following report:
NAME OF REPORTING
FIN AN C I AL INS Tl TU Tl ON ---::T:-h_e=-U_n-=-i_on~N~a t=-i:..:.o:..:.nal~=.:Ba:::o::;:k:..:.o:;.:f~P i:.:t::.;::t:::.s b:.::ur:.c.:gh~---
P. 0. Box 837, Pittsburgh, Pa. 15230
ADDRESS _______ .~~t_t~:~G:..:.e_;or~g~e~K~'·~St:;.:e~~=b~a=u=e~~·~As~s~•~t~}~'i~ce~F~·re~s~i~daaunt
ACCOUNT NO. OF JOINT, #7J-4043l-2(Checkillg)
TRUST OR INVESTMENT DEPOSIT __ __.c"'"'~7:..c3:....;·~::.:1~ll~O::::.o. 5:.:;;;-l:.~t~· SUiit.a·.LIIv ill~islil.,j)~.....-___ _
NAMES ON ACCOUNT ORINVESTMENT __________ J_o_wm __ e~Kw~·:..:.s~er~~o~r ______ _
Sabina E. Kinser
DECEASED JOINT DEPOSITOR, Sabina E. Kinser
TRUSTEE OR INVESTOR----------------
ADDRESS ANDCOUNTY ________ R_._D_._u_'4_,_~_1c_D_on_al_d,~F_a._~:..:.i_05~7 _______ __
DATEOFDEATH _________ M_~~·-1_6~,_1:..:.~_71 ________ __
SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR _____ J_e_ann_e_K_i_n_s_er _______ _
ADDRESS ________ R_._D_._#4_,_Mc_~_o_n~_d_,_P_a_._l_5_05_7 _______ __
Daughfjer RELATIONSHIP TO DECEDENT _______________ _
DATE DEPOSIT OR INVESTMENT ~ove':!ber_ 2, 1962 -Checking
WAS ESTABLISHED ______ t-la¥_%,_...:..;~~7~, ..::;.L.:..96;;;.:3;..._-...:Sa::.:..ving==s~s ___ _
BALANCE, INCLUDING INTEREST 365.71 -Checking
DUE,ATDATEOFDEATH$ ____ ~1~,~30~J~.9~3~-~~=·a~v~==~•------------
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~~~ ~ure ~LE
Assitlt&Wt Vice President
HcWN.fJ..D OFF lC.i'C
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RCC-134 (1-69)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
.-INHERITANCE TAX DIVISION
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OFFICIAL NOTICE OF INHERITANCtTAX
APPRAISEMENT AND ASSESSMENT. OF
ASSETS NOT SUBJECT TQ ADMINIST. A TION
TO: JUNNi KINSER
a.n. 1J 4,
)!c:CONAI.l), FENNSYJ:lJA-NIA • 1595?
Dote: --~Mala!'8~,._.2~S-r, 1~97~1----
County ---t~WrAAatSN+:~I:WN~GTO:lYIJli-------
County File No. _________ _
Bureau File No. 0 3 -Z/ -. ~ 'IJ
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 assessed consists of: Jt ,l:iela Sav.iRgS Aceoullt a:1d Cbe~k:il'lS Ace•
0\ll'lt, bel d 1 n tbe; 'WE liNTON NA.TIONAI. BANK OF PITTSBURGH, pp;NNSYI.VANIA I In the names or,
Accmmt. #73.011105•1. Opened Noyember 2,1962 (Checking) May 27,1963 (Savings) Balance as,
of dat.e of deatb1 (Checking) $365.71 (Savings 11303·93
appraised by the Commonwealth, as of the date of death, at $ 1 166S.64
· ~0 %of this amount is taxable at the rote of 6 %
ORIGINAL ASSESSMENT
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 date of death of the decedent, or on or
before August 161 19 71 you may deduct a
discount of 5% of the amount of tax due, or
0 This tax become delinquent, fifteen (15) months
after the date of death 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 dote additional
interest is due at the rote of 6% per annum unti I
paid
TOTAL AMOUNT DUE
AMENDED ASSESSMENT
$ ----CIS~'J/~i-4, • ..c:S"'"2---
---..2.SQ ____ _
$ 5C,09 $ ==========
APPRAISED BY:. h-a-us:&.aL~#'_.t..vft.fASSESSED BY=------'----------
(Inheritonce Tax A~faiser} (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. Moil or bring it to:
ro ,. ,.,, .
T\rmii I •• -\~
.-.uENT FOr ·H~EALTH
C ,, ·e \ .. ':J ;;)
WASHING1 .. i~; n.:NNA, 15301
If you,have already paid this tax to an execu!P!, aqministrator, attorney or other per
decedent for forwarding to the Commonwealth, list below the date paid, name and ad
sonal representative of the
dress of the person to whom
you made payment, their official title and the amount.
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Date Paid Name and Address of Palee Official Title Amount Paid
Under certain circumstances, if, after the date ofdeath of the decedent, you person ally paid funeral expenses
or other just debts of the decedent, with funds derived from the property herein taxe d, such amounts expended
putation of tax due. If any
itemize the payments below,
e debts claimed and allow
by you may qualify as deductions against the gross value of the property in the com
such expenditures meet all of the three following tests, it is recommended that you
execute the affidavit, and return this notice. The Register of Wills will examine th
those which he determines to be proper. The tax will then be recomputed and you w ill receive an amended
assessment of tax.
THE 1THREE 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 on d can furnish proof
of such payment, if required, and
3-These same debts are not also claimed, for tax purposes, by on executor, admini strator or other
al estate of the personal representative of the decedent handling the administration of the gener
decedent or any other transferee.
SCHEDULE OF DEBTS
Date Paid Name of Payee Description of Obligation Amount Paid
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T OTAL $
{attach separate sheet if required)
COMMONWEALTH OF PENNSYLVANIA)
SS:
COUNTY OF: )
I, hereby certify that the foregoing is a j ust and true statement of
____ ,for which I funeral expenses and other debts of the decedent,
was legally responsible and which I did pay out of the property herein taxed. I fur ther certify, that to the
best of my knowledge and belief, these same debts will not be claimed by any othe r person, for inheritance
tax purposes.
SWORN AND SUBSCRIBED BEFORE ME THIS DAY OF
19_.
Sig nature of Taxpayer
REPORT OF REGISTER OF WILLS
I, the undersigned, duly elected Register of Wills in and for the above county, do r espectfully report that I
have allowed deductions listed above in the total amount of $ -·
Date of Approval:
Re gister of Wills
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Fonn RCC-2
,»F,;PARTMENT OF REVENUE
•BUREAU OF COUNTY COLLECTIONS
HARRISBURG, PENNA. 1 7 12 7
COMMONWEALTH OF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE ........ ~.~.~.Y ...... § ... '-. ..... .1.~.?..~ ................ .
COUNTY ........ .J.f.a..S.h.i.n.gt. .. QJl .............................. .
FILE NO. .. ......... 6 .. 3..::: .. 7.1..::::.6..B...l ................................... ..
Whereas, .................................. 9.A.Y.J.NA .... K..I.NSE.R. ........................................................... late of .................... ~1.?..~.~-~~-~.?. ..........................................................
. 'vASHINGTON . . . m the County of ........................................................................................................................................ Commonwealth of Pennsylvama, havmg died on
the ...................................... ~.~.~.9.: ......................................... day of ........................ }.1.~.Y .......................................... 19 ...... ?..~ seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore, I, FRANCES LEO 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 Pur poles
$
Jt. Held Savings Acct. and Caecking Acct. held in the
UNION NATIONAL BANK OF PITTSBURGH, PITTSBURGH OFFICE,
PITTSBURGH PENNSYL VAN:B. In the names of JEANN KINSER OR
SABINA KINSER (1) CHECKING ACCT. #73-40431-2 (2) Savings
Acct. #73-011105-1. Opened 11-2-62 Checking and 5-27-63
S:lvinP".s Ralance as of date of death CheckinE: 1365.71
Savin,:r.s $1 .i01 91 1,669 641
INSOLVENT
Having been duly swo.rn according to law, I do h~reby certify that the above appraisement is made in con-
formity with law on this ................ ~ .......... day of ................................. ~ ......................... : ............... ~.2/. ..
................................................ .. ~ ........... ~ ........................
Apprai•er
......................................................................................................... .........................................................
UJa.4.{;;;:¥ii~?et) ............................. . ....................................................................... ,
Post O!Bee) Penna.
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\vASHINGTON County •
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RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
SABINA E. KINSER
Deceased.
Late of
MC DONALD .... .......... . ..... ····· ... ······~·· .... .. ··························· ..................................................... .
Date of Death, 5-16-71
Appraisemel!t Docket Vol.,
Page, No. 63-71-681 ················································
Filed in Register's Office, ........ J.ulY. ..... 6. ...... 19 ..... 7J
Amount of tax due, $ .................................................................... .
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appra-isement,
Appeal j1'om Appraisement,
Entered and charged,
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If you.have already paid this tax to an executor, administrator, uttorney or other personal representative of tht
dicneht.for forwarding to the Commonwealth, list below the date paid, name and address of the person to.w.hont~\
you made payment, their official title and the amount. · ' '-' ··~p .~....,~ •.,+.·• . · • .(} .;;..: . ..: ... " '
, . . •. ,.; -1. . 1/1> ., ;·'~ " •• • ,p,~!id" Name and Address of Paxee Official Title Amount Paid •-l~>l;J!:.;tf,. .•. st • ..: . ";·· ""'· .... ~
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•· Und.r ~trtain drcumstonces, if, after the dote of death of the decedent, you personally paid funeral expenses
or othe-r just debts of the decedent, with funds derived from the property herein taxed/ such amounts expended
' by yo, may qualify as deductions against the gross value of the property in th• computation of tax due .. If any , ·
..., ·' ;-sup~~!x_penditures meet all of the thr.ee following te!.ts, it is recommended that you itemize _the p_ay~'nts ~low, ·
execute the affidavit, and return this notice. The Regtster of Wills will examine. the debts claimed ond1oHow'.
those which he determines to be proper. The ·tax will then be recomputed and you will receive .. on amended .~
1:.\~,..,.-.ent qf tax. ..
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-·_··. 'l;1fo~·~'r•,_P..e~-~~~~~ !eg~l:ly.fe~pon,S.i~le~ ~or.~heM deb~~· a~d . ~~ . ; ~ ..... <. ..;... •••. ~~!'·, .nJ •. ~.!~i.-.; ·:>1-~
%-Y-Gu:octuoU,. paicl~tWseldebfs, out of the account or propeJty described above and can .fwnish.pioof ·'~ .. :~ ,.._: ·.
of such pay~nt, if requir,d,,a.nd; . i~:\_ Jii. __ ·;; · '~-
. . • : r.. . " ,·-.....
3-These same debts are not also claimed,.for tax putposes, by an·execu.tor, adminisfrlitoror oth~r..._ ... s;. · •. , _..,._ . .'..:
personal representative of the dec!~e~t ~a,ndling the admini~tratio~ of the ge_ner~l e;5tat',!! !h• ·t ~~ , •••. ·~~ . : >~:1
decedent or any other transferee. , . . · . ..., .. ~, , ;!f.-:-~ \ f ' ~ · ~ ~ • • ~ ... t ~ ' ..-'-'f•· ·~ ~·· .• ; .~' ~ ~~~
. _.COMMONWEALTH OF PENNSYLVANIA) --. ··-... ~-SS:
COUNTY OF: washington ·.r: f'I;:qA
I, ~'Jeanne Kinser hereby certify that the foregoing is a iu5t and true statement of
funerel expenses and other debts of the decedent, Sabina E. Kinser , 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 putp01es. .i~:;,t
McOONAU> BORO, INGTON CO., P.A,
1~1hi0J1.,~\'fg~e~;~Jty~nc~eA 9R~gister of Wills in and for the above county, do respectfully report that I
hove allowed deductions listed above in the total amount of $ · •
~··· ~-Date ofAp~'t~al:_~'-.·------------
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