Loading...
HomeMy WebLinkAboutOC1971-0980 - ESTATE OF KNIZNER.. RCC-43 (5-65) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG J NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harri sburg".,Pennsy Ivan ia Dear Sir: Pursuant to Section'742,Pennsylvania Inheritance and Estate Tax Act of 1961, we herewith submit the following report: Mapianna,Penneylvaaia 15345 NAME OF REPORTING First N t1 1 Bank de'FINANCIAL INSTITUTION a ona an Trust ompany ADDRESS Mapianne Office ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSI T_----Jou,,);l----I-ou.J +71'+:13~S~2.uO----tS]-Bat"ti'Tf+hi"l'l:ig~s~ NAMES ON ACCOUNT OR INVESTMENT __--.;D:::..o=.:r:...::o::-:t:.:i=-....:.:Kn=1.=.zn~e~rwo~r~J~o:#hn~A~•.....!Kn~io.£:zwn~e.6;..r_ollo'lr.........EiUo'du:wlJiia~r,d J.Knizner or Dorothy C.Molinets DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR Doroti Kn!zner John A,Knizner or Edward J.Knizner or Dorothy C.Molin0ts ADDRESS __J.:.lHaa.!.-ri.lo.Jala..\n.Ll.n.u:;a!.4,~PJ:1e.u.nUjn9!:L4-•..JJL..;Sl,,;;)L4'I..,;lS'---------_--- ADDRESS .__~io1:.=a~r:::;..ia=:n:.::.t~la:....l,l_...::.P~e~nn:=.a=.a..•.....:1=-5.L.3L!.1410-05~_ DATE OF DEATH --!A~u=:l.Cg~u:u;sw.t!.-.-:l:9 ....,_1....9:;z..n+..&....--------- SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR AVP TITLE RELATIONSH IP TO DECEDENT __---l:;S::Joown~-~S.w.Qn..-::....IoD'_liau.u~g""'bu.et,g.erl;......----­ DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED -=1.:::..0-::..::2::...<9:.......-~6.L9 _ BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $~$1:!:...5lU.u:9.J.53..u.t..<5:::::.8 _ .-Iu X ~/S;9S-5,of'/~~9 f f,t/CJ f ~I>'?1~{~7g~·'io::,~37,3o f"Ret;o 1;4 ll-69)l'.~ COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION TO:John A.Knizner or 1dward J.Mizner or Dorothy C.Molinets Marianna,Perna.15345 Dote:__li_.tlg_us_t_·_1_9.;..'_1_91_1 _ County vlAS_H_I_ID_Trn _ County File No._ Bureau File No.61'Z(·9yo .~e have received notice that,~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~ucome into ownership of certain property through ~Transfer from Doroti Knizner,deceased Under the Inheritance and Estate Tax Lows 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.First National Bank arrlTrust G'ompaIV"Marianna Office.In the names of John A.Knizner or Edward J.Knizner or Dorothy C.Mo1inets.Opened October 29,1969.Balance as of date of death $15,953.58 appraised by the Commonwealth,as of the date of death,at $15,953.58 100 %of this amount is taxable at the rate of 6 % ORIGINAL ASSESSMENT AMENDED ASSESSMENT DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS t4ET TAXABLE AMOUNT AMOUNT OF TAX DUE $15,953.58-.:..:..;...:..:...:..::.-_-- 3 9 9f'.~(), 239.30 $/S;XS1S"7 /<6~ZSJ o If you pay the above amount within three (3)months of the deyqe of death of the decedent,or on or before ov,9,19 71 you may deduct a discount of 5%of the amount of tax due,or o This tax became delinquent,fifteen (15)months after the dote 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 239.30TOTAL~NT DUE $ ~,/. APPRAISED BY:'--44t"-''''£jc/'.Z>~I ~.~ASSESSED BY:_ (Inheritance Tax ~raiser)(Agent for the Commonwealth) INSTRUCTIONS TO TAXPAYERS *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum until paid Make checks or money orders payable to:To insure proper credit to your account this Official Notice must accompany your payment..Mail or bring it to: ;)~l 1f (10·'11 v' q~;)4-7( JL-tlfJ (ICS 7 1(~I'J1.L{lt1lI .... AGENT FOR THE COILIIOIW£AUI.COURT HOUSE WASHINGTOJJ.PENNA..tOOl T.Hi TNaEC TESTS WHICH MUST BE "ET ARE THAT: 1.You were·personally legally responsible for tbese debts/and ,'-,. ~?s:·'~'lf~-"'J~~~'::~' ., ,Ii' If you have already pair!this tax to on executor,adm·istrator,attorney or other personal representative of the decedent for forwarding to the Commonwealth,list be iW the dote paid,name and address of the person to whom you made payment,their official title and the amount,:r;."l' ,'~"',;".A~••PAid Nome and Address of Payee Official Title ,Amoynt Paise'~r-\':••,>-" '....-..'::~,.,,--------...WIlt....... ;.Und.r certain circumstances,if,after the dote of deat~of the decedent,you personally paid funeral expenses ~.-:::~IW other rust debts of the decedent,with funds derived from the property herein taxed,such amounts expe",ded ,~:b,:rou may qualify as deductions against the gross vaLe of the property in the computation of tax du•.If,.y :;,~...,q.expenditures meet all of the three following tests.it is recommended that you itemize the paym~nts"below, ex.'e the affidavit,and return this notice.The Reghter of Wills will examine the debts claimed and callow these which he determines to be proper.The tax will t ,en be recomputed and you will receive on amend.d ~..sm.nt of tax. 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 ore not also claimed,for tax purposes,QY an executor,administrator or other personal representative of the decedent handling t~e administration of the general estate of the decedent or any other transferee. (attach separate sheet if reqUired) 55: COMMONWEALTH OF PENNSYLVANIA) COU~TY OF._ I,.._hereby certify that the foregoing is c iust and true statement of ",;..........11:,"",••$Oftd "'ft4H ,'l.bIS.A ,1-..\It ,,,_...._..,_'or whi~I was legolly responsible 01'\<1 which'did payout of tht-pt~tlf'rty herein toxed ,further certify,tho'to the best of my knowledge and belief,these same deSts;.I r •Je claimed by any other person,for inJHuitunce tax purposes." "SCHEDUl E OF DEBTS oate '.Hi Name of Payee Ducription of Obligation Amount Paid ', ~~·'?I (l~",~n¥~+,ttf",,,,,J \I.'Yi1 J .~../)A I <..fL//¥Jg.-fJ ,J ~"/7,J",J,Vlf-hx-P.(,/. " ..'~''''"'"....-_...--...._.....-~ .. ~,..., -, TOTAL S /t'j/7...R SWORN AND SUBSCRIBED BEFORE ME THIS _,,_DAY OF ,1'.J9t,~\~t,,.;(.,\~~,·;\"".,4.!!\.l1,rf'!.,.,,t.•,,~.~~.,.·I.~..,',I l ,iIIIIW---_....!"f- Signature of Taxpayer ----_._--=-----....,...,.,.,.-,..,.--------Register of Wills--------------" .REPOR i or REGISl t:R OF WILL:) kl.,''''J'~'~l\.~v:'.rll.~·';It.," I,the uriaersigned,l.~I,J/'n4elhtfid Register of "it'ls If'n,j !~r th.'..~'.\_l 'tLo 't!spectfully report that I hove allow~f:t~educt~Q.~J~s!efi,tJptNe iri-IfJ",-,'otal a,\C"•d S __...• tl)..'"• Date of Approval:_ Fonn RCC-2 DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE S..ep.t.e.mb.e.r 2..8..,1.971.. COUNTY WAS.UINQT..Q.N .. FILE NO ?}:..?..!.:.~.~.2 _. Whereas,D.OR.OT.L..KN.lZNER.late of AVE.LLA HE.IGH.TS.. in the County of ·:.·.>WAS.HING:.T.Q.N ::·;Commonwealth of Pennsylvania,having died on the nint.h day of Augu.s.t 19 71,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,FRANCE.s.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. Description of Asset Jt First National"Bank and Trust Comnanv Marianna Office Mar;:I.an:l.Pennsvlvan;a In the ....._...~nf JOHN AKNIZNER OR EPWARD.'J;KNIZNER OR DOROTY C.MOLlNETS.Opened lO-29-lil9 Balance as of date of death: Unit Values $ Appraisement Made for Inheritance Tax Purpoles 15 953 58 1-------------------------------------+----111-------1---1 form~;V~h~~::~h~w~.CC();!l~~.~:;o~~~:~=7~?:..~~;,:~n.~ :AppraIser ............................................................................................................,. .............................................~uZ;~~.:..::..:.::...:::.::.:.,......;~~~:.:···..··..···..······-ip;t···olfe;j·~·~········..·· ..............WASHINGTON........................County >' RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..P.QRO'r.l KNIZNE.R . Deceased. Late of AVELLA HEIGHTS......•..........•.•..•.........~.............................•......................... Date of Death,~.~.9~.71... Appraisemeilt Docket Vol.,. Page,..No.63-71-980.. Filed in Register's Ofjice,-Se.pt 2.8 19..7.L Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo,ut Appraisement, Appeal f,.om Appraisement,. Entered and charged,.. RCC-43 (5-65) COMMONWEAL TH OF PENNSYLVANIA DEPARTMENT OF REVENUE HARRISBURG NOTE:TO BE SUBMITTED IN TRIPLICATE Pennsylvania Department of Revenue Bureau of County Collections 26 S.4th Street Harrisbur~Pennsylvan ia Dear Sir: Pursuant to Section 742,Pennsylvania Inheritance and Estate Tox Act of 1961, we herewith submit the following report: /" Maplanna,Pennsylvaala 153~5 NAME OF REPORTING Fir tFINANCIALINSTITUTIONI N.tlon~l Bank and Trust Cempany ADDRESS Ma»1anoa 0tfice ACCOUNT NO.OF JOINT, TRUST OR INVESTMENT DEPOSIT_---Jo......3;a.....uo-'-'7-f.J1+.i1J~S_2c:...lO~--~Salt"lvMi1'lftg~t'­ NAMES ON ACCOUNT OR INVESTMENT __-:D=-o=.:r:..:o::..:t=-=1~Kn=1.::.z.:=.ne=.:!r~o~r~J~o~hn~A~.-.eKn~uilL.6zwnUil':A..r-..w.orL.-llE,Qd.uv"'w.;;rd J.Knizner or Dorothy C.Ho11nets DECEASED JOINT DEPOSITOR, TRUSTEE OR INVESTOR Dorot1 Kni zner 1t!V7; J.~~ ADDRESS --:..;M;=s""-!'.=..ia:::;::.:n=l=la:::..l.I---.:.P~e~nn~a ....-.!1__5J.3L1014~Sl.-_ AVP TITLE -:f-.1..-;' !<oJ.{ Signature John A,Kn1zn.r or Edward J.Ln1znar 01' Dorothy CI r1011n ts ADDRESS __J,;.IM......r.l.li.a.lnJ,J.D..LGa....~P.ll8~n.;..J;oaa._I ..JJL.;5;l.,,;3U.f11..;l5~----------- DATE OF DEATH .......IlAu,u..CU.wa.I.Jt.t....;91.4.........1.:lQC+n..L.-_ SURVIVING DEPOSITOR, BENEFICIARY OR INVESTOR RELATIONSH IP TO DECEDENT__---!l;,lIUl:o".n..:-:.....wS..wo....n.=.-.....ID"'A;uU....G..hutlSlep:a;;;".- DATE DEPOSIT OR INVESTMENT WAS ESTABLISHED -=1.::;.O-.....:2:....9'--~6.4..9 _ BALANCE,INCLUDING INTEREST DUE,AT DATE OF DEATH $----:.:;$.:1J!..5.....qi..4.'5~3:JL.~58~_ ~,..~S;9S-'-S Y"~J'l f f.1/a 1,1~{~7 $g.Lf a =-~3 7-3 a I TO:John li.,Knizner or Edward J.Knizner or Dorothy G.Moihinets [RCC-134 (1-69) COMMONWEAL TH OF PENNSYLVANIA DEPA~TMENT..OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION '.OFFICIAL NOTICE OF INHERITANCE TAX APPRAISEMENT AND ASSESSMENT OF ASSETS NOT SUBJECT TO ADMINISTRATION Date:__A_ug=.us_t_1-..:9,=--1_97_1 _ County \1_1A_S_H_IID_T_Cl'J _ Marianna,Penna.15345 County File No._ Bureau File No.C-J-V-Y,YO ~e have received notice that,~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~9 1971 ,you came into ownership of certain prop,erty through .,qa~~YM~~Transfer from Doroti Knizner,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 assessed consists of:.Jt.First National Bank and Trust G'ompany,Marianna Office.In the names of John A.Knizner or Edward J.Knizner or Dorothy C:.Mb1inets.Opened October 29,1969.Balance as of date of death $15,953.58 appraised by the Commonwealth,as of the date of death,at $15,953.58 100 %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 $15,953.58---=------- ... o If you pay the above amount within three (3)months' of the date of death of the decedent,or on or before Nov,9,19 71 you may deduct a discount 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 .,'1 tax,statutory interest at the rate of 6%of the ;.tax per annum is also due as of *_ 19__in the amount of $===tf:=)==\S""==,=~=V====239.30 9\.:;-7 a2 /$T9TAL AM NT DUE *If the tax is not paid by the above date additional interest is due at the rate of 6%per annum unti I paid APPRAISED BY:Q ~ASSESSEDBY:_ (Inheritance Tax,·j ppra iser)(Agent for the Commonwea Ith) INSTRUCTIONS TO TAXPAYERS Make checks or money orders payable to:To insure proper credit to your account this Officicd Notice must accompany your payment.Mai I or bring it to: 1?4ffl1l A,l.{4NCcO AGENT fOR THE COMMO"WEALTH COURT HOUSE WASHINGTON,PENNA.'saOI "----- If you have already paid this tax to an executor,administrator,cttorney or other personal representative of the decedent for forwarding to the Commonwealth,list below the date pai&,name~and address of the person to whom you made payment,their official title and the amount.,.,,'". Date Paid Name and Address of Payee Offic la i Title ,Amount Po id . SS: .! Under certain circumstances,if,after the date of death of the decedent,you personally paid funeral expenJes 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 lany such expenditures meet all of the three following tests,it is recommended that you itemize the paym~nts 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 tbese debts,and 2-·You actually paid these debts out of the accounf 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 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 9-';<3 -'//()"J,N ~i LXiK .-1f.J./'f;',)tI.!:If.'J I .-.A ,/Ltl ~tfLII ¥Jo~11 n /fn ¥7.$.3 {/jf..rnu 1:/ " ,..4-.. I - I I TOTAL $I~Y7...R (attach separate sheet if requ ired) COMMONWEALTH OF PENNSYLVANIM COUNTY OF:. _ I,hereby certify that the foregoing is a just arid true statement of funeral expenses <Indother 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. Signature of Taxpayer Register of Wills REPORT OF REGISTER OF WILLS W'l Hd\¥l';tl~""(":}:Hd;O I Tyi:h'it I,the unaersigned~R~tyt(eI~'Gtll.d~Register of Wills in and for the above county,do respectfully report that I have allowe.d dedu·cti,Q~~I~st~~llp~e:<i~l#1e total amount of $0\\)~:c::I .i,"•,., Date of Approval:..".-_ Fonn RCC-2 . .DEPARTMENT OF REVENUE 'BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.1712 7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE ......Sep.t.e.mbe:r......28..~1.971 . COUNTY ..l\lAS-H.ING.r'ON . FILE NO 6...3..~.7.l~.9.8.o.: . Whereas.. ·DOR·OTT..·KNTZNER·..····..·..·..·····..··late of ··········AVE-LLA·..HEIGHTS·· . in the County of WAS.HINGT'ON Commonwealth of Pennsylvania.having died on the n.in·th ··day of Augus.t ·19 71.seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I.· ·FRA.NCES LE.O 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. Description of Asset Jt:Fil'8t National Rank and Tr1J~t:'1"1 Unit Values $ Appraisement Made for Inherllance Tax Purpo..s Mariaan a Pp.nn~v'vania Tn f"hp.nf'TOJ.lN A KN'/.NtU~ OR EDWARD J.KNIZNER OR DOROTY C.MOLlNETS.Onened lO-29-fa9 Balance as of date of death~ Having been duly sworn according to law.I do hereby certify that the above appraisement is made in con- formity with law on this :2t...,.:JJi day of :::::::.:::..:~.:.:.~~~:«:;:..:.~~:::~:>~f..';~::::..:::..:::::..:..~.;,:::..J.~.;,~..~~(. ,Appraiser .......................................................................................................,.. (Ifumber and Street) .............................................L.:~(!...:~../..I..........:/....~.~..:.~..........................Penna. (Post Ofllee) ·WASHINGT.ONH County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .....DOROTI KNIZNER . Deceased. Late of ............AYJ?:J:.:J:.A J.lli.:r.CJITS . Date of Death,8.~..9.~.7.1 . Appraisemellt Docket Vol.,.. Page,. . No 63-71-980.. Filed in Register's O[fice,..S.e.pt 28 19 71 Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,,. Wrote abo.ut Appraisement, Appeal ft-om Appraisement,. Entered and charged,. ~