HomeMy WebLinkAboutOC1968-0131 - ESTATE OF SEUBERT,-6·J-&' r-/d;
Affi~uuit ®( fxrrutnr ®r i\~miuistrntnr
~tatr nf Jennayluania, t ss: f _
(!J.ou;tty of lllaa~ington \ ·
P all b f h d · d h · · Notarv Public · · · d f 'd erson y e ore me, t .e un ers1gne ~ut or1ty, a ..................................................................................... m an or sru
Cour ty and State, appeared.~ ......... ~2.r.~.t.t.e.JYJ;,~JU.Q..~ .. §.~.1l,Q.~;r..t..: ........ ri'X" ................................ who, being duly
sworn according· to law, deposes and says that Slie · is the executmcor administrator of the estate of
......... J~1.dg.g,r. ... A9-.~m ... S..~.1J.Qg.r.t ................................... : ................ deceased, that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of...E.dgar. .. A.d.am .. .S.euber.t ............. ,
deceased, except real estate outside the Commonwealth of Pennsylvmia; that the figures opposite each .item
of real and personal estate in the foregoing schedule.s are determined and stated by the ·undersigned to
be the fair value of said items as of the date of the decedent's death, based upon a just appraisement of each
item·nnade by the above named Executor ~dm~ator.
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Swam and subscribed befo" me thi.£{J... ....•..... 1..?£; , _J--, (l ~#~~~;;~~···~~~=m~
1. ~n inventory must be filed within three months after appointment of personal representative.
2. ~supplemental inventory must be filed within thirty days of discovery of additional assets.
3. L Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-33,
)ver $10,000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in:'
duding Copy of 'Will and copy of Federal Estate Tax Return.
REFERENCE FOR ADDITIONAL COPY
Act of 1947 P. L. 513 Sec. 5.2, 72 P. S. 4844.2
.. 1Juurutnry UUll l\ppraiSPmrut of the goods and chattels, rights and credits which
u:ere of ... E..dg.~r. .. Ad~m. .. S.~:ub.e.r.t ................ _ .................. Jate of ..................................................................................................... .
Was.2ington County, Pa., taken and made in conformity with the abO'Ve affidavit.
PERSONALTY
Bar:k account No. 3349, Pittsburgh National Bank,
Washington Office, in the joint names of Miss
Loretta Matilda Seubert a/k/ a Loretta M. Seubert
and Edgar A. Seubert, one-half
REALTY
Lots 14 and 15, 790 Fayette Street, Washington,
Pennsylvania, Deed Book Volume 674, page
595, one-half undivided interest in decedent,
Edgar Adam Seubert
TOTAL
DOLLARS CENTS
1216 51
2000 00
$3216 51
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t3~6g-f31
Inventory and Appraisement
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IN THE EST ATE OF
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form :tCC-3:J
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
RESJioENT DECEDENT COUNTY-OF ..... WAS.HX.N.G..T.O.N. ............... : ..................... .
lMP)RTAN~: fhis return must be completed in detail arid filed in duplicate, ·with Will attached, with the·
:tegister of Wills of the County where decedent resided; Rettrn ··is due within one year 'after
iate of deat·h, unless an extension is granted by the Secret:try of Revenue. (Section 703 of
the Interitance and ·Estate Tax Act of' 1961.)
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state .of ... ~.P..D§Y~Y.9.:.P.J9., ................ -.'\··:··: ............. : ................... }ss:
Coun.;y of .:.W.:.EI_Sh.l..,ng~.o.n ............... -..... : .................... : .................. : · · · ( s u c c e s s 0 r)s
~:or..~.t.t.;;;., .. S..~.JJ..h~ .r.J.~ ...... ~.~~ .. GJJ..t.r.Jx ........ :P.y .... h~.r .... e.~e..cutr.i~.~ ..... .Y..~.r..Qr.J.G.9., .... M..! ....... M.~_r:l..~.<?..P.: .. ./....................... ~x
~X of the esta1e of the above-named decedent being duly sworn, depose3 and sayS
Decellent . diM .... -... :.: ...... .' .................... J..~.J1.g;:l,.f.Y
· -(Mom1h)
Name an~ ad~=ess of attorney cr}
other authouized represe~tative to
wh.om -•11 co ·res1=ondence should be
...... ~.~:r.g~.§~ ...... M..~.'r.:.t.~.P.: .... 9.:P..4 ... f.~F.g~.~ ........... : ............ _ ........... : ............. : ......... : ..................................................................................... . ' . .... 2.7 .... 8 •.. College .. St. .•. .Wa shing.ton~ ...... P.e.nns.ylvani.a,. .. l5.3.01. ............................................ .
mailed.. · ·
That as :;uch · ... J~1.~~.9.:tJ..!r.!.0 ................. deponent is familiar with the affairs of said estate and the property con-
<J·:x.,outor-hrlministratorl
stitding :he :tssets 1hereof and their fair market value.
That .at f~e time: of deat• there was no safe deposit box registered in deC8dent's individual name, or jointly
witr, err f..S a~ent or deputy of another, or in decedent's individual name, witla right of access by another as agent
or _deputy. with the. ~xceptioo of the following:-
-
NI\ME ~ •A!J,JRESS 01' BANK OR~ OTHER INSTITUTION THis ·sAFE DEPosiT mx RENTED RELATIONSHIP OF JOINT
IN WHl::H ogcEDENT RENTED k SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
NrtnP
T!::lat the contents of said safe deposit box or boxes are i temize·d under Schedules ___ of this
return, wi t:i the. e ;cceptior: of the following, for the reasons· hereinafter set forth:
'ilhat Sc}edu/e A attached hereto and made part hereof sets forth fully and in detail all the
re~l.property in t~e.Commc~wealth of Pennsylvania of which decedent died having an interest. therein. It
al3o sets ~rth thz ~ortg~ge encumbrances upon each parcel of real property at the date of death, giving
thz amocmt still due at 6eath," name of mortgag.ee, date, rate of interest, and book and page of record
Uereof". ]t also sets fcrth in the columns provided therefore the ass-essed valuation of each of said
parcels, th·<l est1111.3.ted_ market value thereof as. of date of death of decedent.
T:-tat Sc~dule B attached hereto and made part hereof sets fortlt fully and in detail all personal
p ropert1 wheresoveL" si tuai..ed owned by the decedent at the time of death; all moneys left by the decedent
at the time of death, whe;her in decedent's immediate possessi~n, standtng to decedent's credit in banks
of depo3it, savin§S banks= trust companies,\ or other insti tut.ions, whett.er individually, or ·in trust for
acy oth3r person ar persoas giving als() separately the accrued interest thereo':l, if any, down to the fast
ir:teres~ day prior to·decadent's djath in· the case of savings banks, anc to the date of decedent's death
ir-all other casee;; all bonds, pos-tal savings, treasury certificates or notes and other evidence of in-
debtedness of the pn.ited States to fhe decedent; all obligations, whether by s~at.u_t~.~o~ !lgr,eement they
a11e des.ign6.ted. as tax free, of the United States, or any state, or political subdivision .thereof, or of
, •• 1 nor· • ·· ·· ar;y foM!ign country, ·w.hic!J are owned at the time of death; all wearin~. a;?~a,rel,,:J~~~!JY,,;;silv~rware, pic-
tures, 'books, worts ·of art, household furniture, horses, carriages, automobiles, boats, and any and all
ot.her personal chs.tteis o;' whatsoever kind or nature, left by decedent, together with the fairly estimated
m~rket value ther~of; alJ bonds and mortgages held by decedent and of ell claims due and owing decedent
ai.. the time of de•th, and all promissory notes or other instruments in ~riting.for the paymen~ of money·
o~ which d~cedent died p•ssessed, of whatsoever nature, with interest thereon, if any, giving the face
v;,lue end estimated fair :market value thereof, and if such estimated fs.ir market value be less than .the
face ve.lue~ it sets fortt-briefly the reasons for such depreciation as to each item; all moneys payable
t• the estate fro~ life Jnsurance polici-es carried by decedent; all anr.uity and endowment contracts the
p-oceeds of which were payable upon the death of the decedent; and all the corporate stocks and dividends
d•e thereoa and tnpaid a!:-of the date of death, bonds and accrued inte•·est thereon to the date of dece-
d~nt' s dea-:;h and •Jther irvestment securities owned by the decedent at the time of death, with the market
v.llue theroeof at ;uch tiae.
............
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In the case of securities of close or family corporations, the values reported are as far as
possible substantiated by financial statements of the corporations, showing the assets and liabilities
thereof as of the date of death. The schedule also sefs forth the interest of decedent at -the time of
death in any co-partnership 'or' business, and in support of the value of such interest there is annexed to
said schedule, financial statements showing the assets and liabilities of said co-partnership or _Qusiness.
A ·copy of the co-partnership agreement, (if oral, a statement setting forth the nature of tile~ agreement)
together with a statement setting forth the character. of the business, its location, and such other facts
pertaining to the 'business as may be pertinent to a fair and just appraisal of the decedent's interest
therein must be submitted. It should also set forth in itemized form, together with the. fair market value
thereof, any other property owned or bequeathed by the decedent at the time of death.
The Schedule C attached hereto and made part hereof sets forth a true answer to each inquiry
contained therein and in the case of transfers ofproperty, real or personal, within two years of decedent's
death, in contemplation of decedent's death,· or intended to t~ke effect in possession or enjoyment at or
after death, said schedule sets forth the nature and value of such propertr, to whom transferred, the
relationship of· the transferees to the decedent, the proportionate share received by each transferee and
all other facts of a pertinent nature regarding said transfers. In the case of transfers intended to
take effect in possession or enjoyment at or after death, there is also attached to the schedule a c_o-py
of the deed, trust agreement or other instrument creating the trust. Ther~ is also set forth in said
schedule a lfst of all property, real and personal, with its .value, which p_asses at decedent's death by
virtue of the exercise by decedent, either individually, or jointly with another, or any power of appoint-
ment vested in decedent, either individually or jointly, by the will, deed, .or other instrument of another,
with a copy of the instrument creating such power attached to the schedule.
That Schedule D attached hereto and made part hereof sets forth the names and addresses of all
persons beneficially interested in this estate. at the time of decedent's death, the nature of their res-
pective interests, their relationship, if any, to the decedent, together with the ages at the time of
decedent's death of all minors, annuitants and beneficiaries for life under decedent's Will. It also
contains a statement showing. which of the beneficiaries harned in the decedent's will, if any, died prior
to decedent, the dates ·of their death, their issue, and the relationship of such issue t~ the beneficiary.
That Sc/ledule E attached her·eto .and made a part hereof sets forth all property,· reai arid per-
sonai, owned by the· dec-edent jointly-w:i.th another or others, including intangible, -standing in the name
of the decedent and others, plus the_ date and place of record of instruments effecti~g the vestiture of
real estate and the date _of acquisition of personalty, plus the name, address and relationship, if any,
of co-owners to the decedent.
That Sc/ledule F attached hereto and made a part hereof sets forth fully and in detail all debts
and deductions claimed for and on behalf of this decedent's estate, including funeral expenses paid; . . . . ' family exemption, where applicable; costs of administration of this estate; counsel fees and. fudiciary s
commissions paid or to be paid; cost expended for burial trusts, tombstones or gravemarkers, and reli-
gious services, in consequence· of the death of the decedent; debts and claim~ owing and tmpaid at time of
death; taxes accrued chargeable for period prior to decedent's death (except those allowed under Section
651 of the Inheritance and Estate Tax Act); together with a statement of collateral pledged for obliga-
tions, if any. It is agreed that the fiduciary will present proof of said claimed obligations upon re-
quest,' that if the amount ·actually paid in settlement of any fee, commission or debt is less than the
estimated amount claiming and allowed, that the same will be reported to the Register of Wills, and that
the amount of tax assessed can be reassessed in accordance therewith.·
That the totals of the appropriate columns in Schedules "A", "B", "C", "E", and "F" as directed therein,
have been carr'ied forward· and properly registered in the Summary.
-~.~ ... : .... ~ ............. .
( Executor-AdministTa.tor)
...... ~ ... ££ .. "'~ .. ~ .................. .
. t1) _ (Street Number) /'/
,, ............ /.C.~ .... J:J~ ... /.£~.<?../
(City or Tawn and State) ·
NOTE: Before.'signing affidavit make sure all blank spaces in the affidavit and schedules annexed are
filled· in wi tti details or· the word "None", anrl in case the assets include rare and unlisted securities,
securities of close· or family corporations or an interest in any co-partnership or. business, that the
data an·ct· statements requirerl under the paragraph above relating to· Schedule "B" are attached. Also make
certain that column #1 -in· the· ~Summary" has been properly. completed as above-directed.
'i .:: ,' !'ii. • R<;C--34 (H>'4)
COMMONWE~L TH C•F PENNSYL''ANIA
DEPJ.IRTMEI"T OF ~EVENUE
BUREAU OF COUNTY COLLEC"'"IONS ~~"TRANSFER rNHERITANCE TAX
RESIDENT I>ECEDt=t'iJ
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SCHEDULE UA"
REAL PROPERTY
Real Jrope·ty in Pennsylvania, with statement of mortgage encumbrances upon ~ach parcel at death of dece-
dent. Where property held as joint tenant or tenancy by entireties, report on Sc1edule "E" _ Property held by
the decede1t as tenant in common with another or others, should be identified cs to quantum of interest and
the estimated value sl:ould be that of the decedent's interest only.
The real property located In the Commonwealth of Pennsylvania should be
described by lot anci block numbe•, street and street number, together wl th
a general descriptlan af the property, with o reference to the record of the
conveyance by which the decederrt took title; If a form state number of a-
cres; also st•temenr of mortgage ancumbrances upon each parcel at death
of decedent. Taxes, assessment:;, accrued Interest on mortgages, etc.,are
to be listed an Schedule" F" andl must not be deducted from this schedule.
One-half interest in. Lots Nos. 14 and 15, Block
"C" in. Wec.ver Addition, City of Washington,
being premises located at 790 Fayette Street,
Washir~tor1e Pennsylvania
60' X 100'
(i
ASSESSED VALUE
FOR YEAR OF
DECEDENT'S
DEATH
1555.00
Insert thi; total opposite "'real property", Schedule "A" in the X X X X X
"As Repc·rted11 column on the last page of this return. ,.
(2)
ESTIMATED
MARKET VALUE
One-half un-
divided intere~
2q-po. oo \.!:;-
(3)
DEPARTMENT
VALUATION
CAUTION
(Do not write
In this space)
·-·
" COMMONWEALTH OF PE:'IINSYLVANIA
TRANS?ER [-.jHERITANCE TAX
RESIDENT D :<:CEDENT
SCHEDULE "E"
JOINTLY OWNED PROPERTY
INSTRCCTIO!"':S: This schedule must disclose all property, real and personal, owned by the decedent jointly
with another or other;, including intangibles, standing in the name of the decedent and others. List
real e;tate first, as ~ntireties, or joint tenants, giving brief description, as indicated under Schedule
"A", plus t:1e date anc place of record of instrument effecting vestiture, but do not include entireties
or out, of state real estate value in estate valuation column. Personal property should be listed as in
Schedule "B", plus daie of acquisition, and the name, address and relationship (if any) of co-owners to
the deeedenr..
Description of Property, Date of Acquisitiqn, Name Unit
Address and Relationship of Co-Owners, and Place Value
of Record of Instrument, where Real Estate.
One-half joint bank account in Pittsburgh
National Bank, savir~s account
-~ 3 3 Y-1 -~ c?i
. I ,I '[
percentage Estate
Share Valuation
1216. 51
Inse;-t this to tal opposite "Jointly Owned Property", Schedule "E"
in the "As Reported" column on the last ·page of this return.
DEPARTMENT VALUATION
CAUTION-Do not Write
In This Space.
Value of
Entire
Property
Value of
Decedent's
Interest
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;RCC-37 (::..2.-63)
•' CO!\I!CI0:'\1\\,EALT'I OF I'ENN;;\YYL:\NIA
TRANSFER II'HERIT ANCE V.X
RESIDENT .DECEJENT
BENEFICIARIES AND ADDRESSES
State full nanes and. addresses of Ell who
ave an inte::-es-:;, ;ested, contingent o::-other
wi5e, in estat:!)
Loret;::a Seubert
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SCHEDULE "D"
BENEFICJARIES
'
.UELATIONSHIP SURVIVED DATS (If step-children or INTEREST OF
illegitimate children DECEDENT OF BENEFICIARY
are involved, set STATE YES IN ESTATE
·forth this fact.) OR NO BIR'?H
Sister Yes Whole
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Deponent ftrther says that all the above-named beneficiaries are living at this time except below:
NAME DATE OF DEATH RESIDENCE
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Will
Administration t No ............. . Year ........... .
IS THE
~lATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
.. EDGAR ADA.M .. SEUBERT.
Deceased
Late of .C.i.t:Y,:.OLW.;;l,$.hJngt.on. ....................... .
County of W.;;l,shingt.on ...
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
(Executor-Administrator
must complete "As
Reported" column #1.)
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Form RC C.)(). DEDUCTIONS ALLOWED IN
.. :
Of"FICE OF THE
I=EGISTER OF WILU.S
STATEMENT OF DEBTS
AND·DEDUCTIONS
THE SUM
t~1f), 60
OF ............ $ ................................................. ..
OF--------------------COUNTY .~ .~~ .... 1 .. ~.~"""""' -~
AND AOSENT OF THE COMMONWiiALTH
::~-:-ATE oF E:::igar Adam Seubert LATE oF City of Washhgtan, Washington County
EA H --~J.:::c...::..:n~u~a.:::...ry.L.....!2~.--!;.;19~6~8:::....._ ___ _ !lATE Ol" FILING 'PPAAISEMENT --------------------DATii OF C T -
DATE NO. OF NAME OF PAYEE !~EM ARKS AMOUNT
VOUCHEIII
0
Hummel Fun~tal Home 1700 00
i Loretta Seubert, Executrix ')~() Of•
Fergus. Martin and Fere-us 300 or
1/2 1968 real estate taxes 125 oc
. ~
TOTAL $2,38 5 00
~
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COMMON'l'VEAL. TH OF PENNSYLVANIA } .
68: COUNTY •:)F Washington
Veronica M. Manion, Executrix of Loretta Seubert I, _;;....!:::;..:,.::::.;.:o:.::::.;;::.-=.:,;::..:.......:.:.=.:..:..::.:.....;;~....;.::..:.:::.~--------------------~-------H~ESY CERTIFY, THAT. TO THE BEeT OF
MY KN:lW -ED:iE AND BELIEF, THE FOREGOING IS A JUST AND TRUE SfATEMENT OP' CEBTS, F .... ERAL EXPENSES AND EXPENSES OF
ACMIN~TFATroN suBMITTE=> To THE ESTATE oF Edgar Adam Seubert DEcEAsED, As DEDUCTIONs FoR
INHERIII'Ar-CE TAX PURPOSes.
-gj"'.J SW~N ~ND SUBSCRIBED BEFORE ME THIS DAY Of'
. 8
"iVaslllncton, Washington Co.
:oily :ora mission Expires August 3, 197 4
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RCC-81 (6-73)
COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU O·F COUNTY COLLECTIONS
HARRISBURG
17127
NOTICE OF FILING OF APPRAISEMENT
LORETTA· SEUBERT
(Executor or Administrator)
In Re: Estate of
IN YOUR REPLY PLEASE
REFER TO
Inheritance Tax Division
___ W_A_S_H_IN_G_TC_:_'N __ County-File No. __ 6_~-_6_~_13_1 ___ _
Dear MISS SEUBERT:
Y h b ·f· d h h ORIGINAL ou ore ere y not1 1 e t . at t e":"::'---:-:=~=;;:;::;:;=..-------------
appraisement in the estate of EDGAR ADAM SEUBERT
has been filed in the office of the IReg_ister of Wills of WASHINGTON
County on MAY 30, , 19~, Said appraisement reflects the following
valuations: ·
Real Estate _____ 2:.::..:!___,0_· 00_· "....::•:-·00_· _____ _
Personal Property ___________ _
Transfers _______________ _
Joint I y Owned ___ __,1~'=21=6:=..:•~-5~1=-· ____ _
Total ------~34,~21~6~-.5~1~·------
As to such tax that is paid within three months from date of death, a five (5%)
percent discount is allowable. As to any tax that remains unpaid after nine (9) months
(fifteen months when death occurred from December 22, 1965 to June 16, 1971, inclusive;
and twelve months when death occurred prior to December 22, 1965) from date of death,
interest at the rate of six (6%) percent per annum is charged.
Any party in interest who is aggrieved by this notice may object thereto within
sixty days after receipt of said notice as provided by Section 1001 of the Inheritance and
Estate Tax Ac;t_9f 1961., 72 P. S. 2485-lOO~lP .• ~3. • •
Date . MAY ,,.30, 1974 Si . ed -~--'C .... ~....:...::.._:o_.:___--==--P¥--JT?~=~"""--c:~
•·) ..
Title APPRAISER' 11
DATE OF DEt_TH: JANUARY 2, 1968
·'
Note: This is not a bill.
:i
COMMONWEALTH JF P:NNSYL\'ANIA
TRANSFER INHERIT At-ICE TAX
RESIDENT DECECENT
SUMMARY
Estate of SEUBERt', EDGAR ADAM -DATE OF DEATH __ l_-_2_-_68 __ FILE NO. 63-bS-131
(L::st Name) (First Name) (Initial)
REPORT OF INHERITANCE TAX APPRAISER
WASHINGTON I, th:: undersigaed duly appointed Inheritance Tax Appraiser in and for the County of ___ ---'-----------
Pennsylvamia, de· res{)ectfull; report that I have appraised the real and personal property a~ reported in the foregoing return at
the values set forth cpposite each item in the last column to the right in Schedules "A", ''B';, ·~c", and "E".
i I I
Dated: --+¥Jl_Y_3_0_._l_97_4 ___ _
(
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REPORT OF THE REGISTER OF WILLS ~~ ~
I, th~ undersigaed duly elected Register of WiHs in and for WASHINGTON County, Pennsylvania, do respect-
fully repor: that 1 ha'Oe allow,~d deductions in the amounts claimed by deponent, e pt as those items where a greater or
lesser amount is set forth in the last column to the right in Schedule "F", whic greater oc l sser amount represents the sum
allowed as a deductien. ,.....
Dated, ) \ IM..~t <i 1. i
INVENTORY
Real Prop~rty (S;hedble A)
Personal Properly (Schedule B)
Transfers •:Sche<l!le C)
Joint-Helc. Prop::rty (Schedu:e E)
TOTAL GROSS ASSETS
Less Debt; and )edt:ctions
(SCHEDULE F)
CLEAR VALUE OF 3STATE.
Valuation •>f life estates or
annuities •...•.......•......
ESTATE l'AX A~iSEESMENTS
FOR USE •)F REGISTER ONLY
Tax on·$
Tax on$
Tax on$
Tax on$
Tax on$ Jl. •. i Sl
VALUE AS REPORTED VALUE AS APPRAISED
$ $ 2 ooo. 00
$
$
2% $
6% $
5% $
$
$
.. "7'
831.1 51
~--·~ COMPUTATION OF TAX
..
\-
114 11:
VALUE AS REAPPRAISED
$
Exemption:•
Total Estate
TOTAL TAX
~ "'
$
(*) t.t~s evidenced by Charitable
~Exemption Certificates issued
;:by the Secretary of _Revenue.
Lese tax previously paid
BALANCE
Less 5% of tax if paij within.
3 months aiter d~ath
BALANCE OF mHER.ITANCE TAX DUE
Add intere:::t at r:ate of 6% from
-----to--=----
$
$
$
AMOUNT OF ESTATE TAX ASSESSED $------1---
Estate tax paid $ _____ ___J __
BALANCE DUE
Add intere:::t at rate ~ 6% fro-n
-------1-IC------
$ __ _!_, ~l.l-f-+--L-11.L!li31L_ $------t--TOTAL TAX BALANCE $ ----=-~-+---
PAID $ __ ___.l...._®~:...l.~(}-=0~
FOR USE OF REGISTER ONLY ADJUSTMENTS
..
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NOTE: Where s..:·bsequent adjustments are made to the above compuiation ·or tax by the Register of Wills, for proper reason,
sa.:ne sh•uld be notecl below, with short explanation. ·
/
Will
Administration ~ No .... : ....
IN THE
Year
MATTER OF THE APPRAISEMENT
OF THE·
ESTATE OF
EDGAR ADAM SEUBERT , ············· ........... .
Deceased
Late of ....... WASHJNQTON ............. ..
County of . WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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~ DEF·ARTM::NT OF REVENUE
BUREAU! OF COUN,TY COLL'ECTIONS
HA~RI~BURG, PENNA, 17127 I '
COMMONWEALTH''GF PENNSYLVANIA
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE
vJASHINCTON
COUNTY ----------------------
fiLEN0-~63~-6~8~-=13=1~--------
Whereas, ~~~-E_DG_AR ___ AD_A_M __ SE_U_B_ER_T ______________ l~eof ___ W~A_SH_I_N_G_TO_N ______________ _
in the GJunty of -~--\IJu.1A~S!o!JHo..LI:!:lN.!.!G~T~O:!!N.\.-_____________ Commonwealth of Pennsylvania, having. died on
the 2nd day of ---=-JA::..:;N:::.U.::.:AR=Y=-· ___ ..::.z __ 19~ seized and possessed of an estate
sub jed to :nheritance Tax under the laws of the Commonwealth of Pennsylvaaia;
'Ihe'!."efure, I, DOMINIC R. DeMARIA -------------------------.an appraiser duly appointed according to law,
havin~ •een d~signate:d to make a fair and conscionable appraisement of the said estate, and to assess and fix
the CE sh. value Jf all a:1nuities and life estates growing out of said estate, hereii:>y file the following appraisement:
11 t_.e event that an]i future Interest In this estate Is transferred In possession or enjoymsnt to collateral heirs of the decedent after
the expra·;lon of s:ny estate: for life or for years, the Commonwealth hereby expre~ly reserves :the right to appraise ·and assess transfer
lnherlta.ncr. tiiKes et the lawful collateral rate on any such future Interest.
Ducrlptlon of Anet
REALTY
SEE SCI:"Em.ILE "A 11 of APPRAISENENT
JOINTLl~~HELD
SEE SCr::EDULE 11E11 OF APPRAISEl-1ENT
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TOTAL
Unit
Values
$
Appraisement
Made for Inheritance
Tax Purposes
2,ooo. bo
1.216~ 51
3,216. 51
Having beei:i-du~·IJ'Worn·according to law, I do hereby certify tbat the abave a praisement is made in con-
formit3i witb Ialii on :thi.~' . -r r-V: day of 1 ) ' ,_ ., 197-.
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rJASHINGTON Cozmty
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
EDGAR ADAM SEUBERT .
Deceased.
£at~ of
WASHINGTON
Date of Death, JANUARY 2 ..___l,<l68
Appraiseme.nt Docket Vol.,. ~ 7
Page, g"f'-C No. 6':\-68-111
Filed in Registers Office, HAY 30, 19 14
Amount of tax dtte, $ __ _;_ ______ _
DEPARTMENT OF REVENUE
Received,
E.t:ami~ed and Approved~ -------__,.-
Wrote :abo.11t Appraisement, ··--------
Appeal ft'om Appraisement, --------
Entered and ch~rged, __ ...;.... ____ .....__.,...
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RC c-4if ( IC•·7 51
I • .;:v., •·
COMMON"'IEAL TH OL= PENN~YLVANIA-
/ DEP~RTMENT JF REVENUE
BUREAU OF CC·UNTY COLLECTIONS
INHERITAt-CE 7AX DIVlSION
RECOMMENDATION OF THE DEPARTMENT.
OF REVENUE TO COMPROMISE OR
WRITE-OFF TAX CLAIM
Jl ~89-&
County File No.·-~· ~
Estate of Edgar E. Seubert
Date of ~eath Jan • 2,. 1968
Bur. File No. 63-68-131
Date o,f filing of Appraisement __ J_a_n......:....._2_4.,L,_1_9_6_8_· _____ _
NameandAddressofAtrnrney ___ ~N~o~n~e~--------------------------
Name ard Address of Pe1sonal Representative Loretta M. Seubert (Deceased)
Date on whicll cu~rent and active lien was last filed_N:........::.o.::.:n;.::e___:::F...::i::..:l:::..;e:::..;d::...... _______________ _
Action initiat::!d by Harold Smith
(..JAM E)
Chief Appraiser
(TITLE)
April 8, 1976
(DATE)
Real Estate
!j", t;.p> Personal Property z r-
1.~:. .. ~..J.tt Held ll2l 6.51
;~~ t~-. ;_; :£:: Gross Estate 1 '2]6. 5] -J~
-1 Debts & Deductions . None :;.:. =-~ -. .:.. ·-. -<' • Clear Value 1,216.51 1;,1 IJ J :.:. QJ t.)o: ___ .. Tax Assessed @ 15% 182.48 ~:;! :·) :>-
'"'",t.C ·-c:..::J Tax Paid o.oo
;;c Balance of Tax Due 182.48 ::J
·-=· c::=: Interest to Date 4-12-76 66.00 c::_ ·-··· ~ Total Amount Due 248.48
It is hereby recorrmendec that the inheritance tax record in the above estate be adjusted as follows: _____ _
A write-Jff of tax due in the ·amount of $182,48 plus interest of. $66,00, for
a total Jf .$248.48,
A pr~per investig•ltion hcs disclosed: On January 24, 1968, Loretta M. Seubert, was billed
on an Rc:-134, for a Joint Bank Account held in the Washington Office of the
Pittsburgh :Natic·nal Bank. The account was in the names of Edgar B. Seubert
or Loretta :M. Seubert. The tax on this account was never paid. Miss
Seubert :passed away on February 23, 1974. Her Es~ate went thru audit and
distributicn wa~: made by the court.
be marke:i "Closed".
Therefore, I recommend that the 'Rcc-;;134"-~·
--~
(ATTACH ADDITIONAL SHEET IF NECESSARY)
Investigated by Harold Smith Chief Appraiser April 13, 1976
(N ~ME) (TIT.LE) (DATE)
Appro vel recomm-ended by __._(4_~ q:::::r--fVU'-'t::l>4(o..<J=W:!:::.....IoC..li~~--D.....,.....i_s_t_r_i_c_t_S_u--'p:...e_rv __ i_s_o_r __ _
(SIGNATURE) (TITLE)
Date April 13, 19'i'6
FOR ATTORNEY GENERAL
T OF REVENUE MAY3 1976