Loading...
HomeMy WebLinkAboutOC1968-0192 - ESTATE OF MCKOWN SR_ Form No. RC<;-62 f~·64i THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF 1!. EFFf"i,TIVE .iANUARY 1, 1962. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) . ~ (.p :7-(f-1~::& OFFICE OF THE REGISTER OF WILLS County of .... YY ?-.s.~~~~?!l. . . . . . . . . . . , ..... ~!I~I?:~~-.f:.: .. JYI.~~-~':V~~. -~~: ................ of -~~~-~~~~-~<?:~.e. ~t:.' .. <?~r:? (Name) (Address) being duly ------~~9E~---------------------·according to J~jl, deposes and says that he is the---------~-~~-<.?-~!.? ______ -------------------------. Thomas A. McKown~ atK/a (Exec., m., atee,Etc.) Thomas A McKown~ Sr. . 329 Hawthor e t.,Canonsburg, Pa. of the estate of------------·----------------------------------------------whose last restdence was ----(NoT-------------------ist~~~ii---------------------- _____ g_~~-?-~~~!:1-E.g! ___ ~~---------------deceased, and that the whole of the estate of said decedent; who died--~:-~----<-~?->~---~-~-?-~-(Cicy, Borough or Township) Date consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRAN(!)ES UPON EACH PARCEL AT DEATH OF DECEDENT, WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES, GIVE NAMES, ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Estimated All that certain lot of ground situate in the First Ward of the Value Borough of Canonsburg, Washington County~ Pennsylvama, known and designated as Lot No. 3 in the Sadie B McKown Plan of Lots~ of record in the Recorder's Office of said County in Plan Book 2, page 89, and said lot being more particularly bounded and described as follows: '• BEGINNING at a point on the southerly side of Smithfield Street a the division line between Lots Nos. 2 and 3 in said plan; thence eastwardly along the southerly side of Smithfield Street, 40 feet to line of Lot No. 4 in 3,500.00 said plan; thence by line of Lot No 4 in a southerly direction, 112.67 feet to ~ ~~.l~~ vinP. A llP.v (prronP.ouslv referred to as Vine Street in several prior recorde mor~ages); thence westwardly along said Vine Alle:r., 40.02 feet to line of -, Lot o. 2 in said Plan; thence northwardly by line of said Lot No. 2~ a dista lCe of 111. 7 8 feet to a point on the southerly side of Smithfield Street, the place of beginning. There presently is erected upon the above lot of ground a two story, frame dwelling known as 118 Smithfield St.~ Canonsburg, Pa. .oe1ng me same property dev1sed to Thomas A. McKown ~also known as Thomas A. McKown, Sr.) by paragraph "FOUR" of the Will of his mother, Sadie B. McKown, dated May 24, 1912, probated July 18, 1912 and of record in the Register's Office of Washine:tonCountv in Will Book 26 :oat!e 29 . ** REAL PROPERTY CONTINUED BELOW: Personal Property -Savings Account No. B-5518 in Mellon National Bank and Trust Company (Canonsburg Office) in n/o Thomas A. McKown. Balance date of death 141.05 S&' ~~-,,y_, ** REAL PROPERTY Continued) r On the date of the death of the above captioned decedent who died December 26, 19631 the real estate described hereinabov~/ jas subject t_c the lien of a certain mortgage given by Thomas A. McKown a k a Thomas A McKown, Sr.~ widower, to Mellon National Bank and Trust Company~ dated March 7. 1956 and recorded March_8 195_6_ in M B Vol 485 n:=u:rP. 60~ in the ;)riginal amount of $3300.00. As of the date of decedent's death (Dec. 26 1963 tliere was due and owine: on this mortt!aQ'e the nrincinal bal:=mcP. of • . $642.05$,with interest computed to date of death in the sum of $3.2i, or a total of 645. 26. The morte:ae:e was satisfied of record on June 9 i96fi The indebtedness represented by tlie mortgage is listed among the debts and claims on Page 3_,_ hereof. NOTE: You may expedite the processing of this return by filing with it, and as a part of the return, letters from financial institutions or mortgage holders, certifying to amounts on deposit or owed by the decedent as of the date of death. Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's account at the date of death and the type of account, account number and the exact name or names in which the account is registered. : Jointly Held Property \ .. Transfers within TWO YEARS Prior to Death I ' I \ ~stima~d Val~ -'II That at the time of death there'was'no safe deposit box registered lh decedent's individual mime, or jointly with, or as' agent or deputy of another, or in decedent's individual name, with right of access by another as agent or deputy, with the exception of the following:_..:.:. --- NAME AND ADDRESS OF BANK OR OTHER INSTITUTION IN WHICH DECEDENT RENTED A SAF~ DEPOSIT BOX THIS sA.iE: DEPOSIT Bmi'RENTED IN NAME OR NAMES OF BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS an interest, vested, contingent or otherwise, in estate.) are involved, set \OR NO AT DEATH OF forth this fact.) DECEDENT - \ ' ' ' - \ ----' --' ' ' ' ' -' " ' --,_ ' '-J ' ~ -. - --< -. ' --. ' -- I ') ' < RELATIONSHIP OF JOINT HOLDERS TO DECEDENT INTEREST OF BENEFICIARY IN ESTATE ·~ ~·--"I~ 'I" ·--- ~' - ' ' ' ' \ ' J - ' ----- ' .. i RESIDENT DECEDENT DEBTS AND DEDUCTIONS' CLAIMED- NOTE· List first five items in the spaces so provided, observe notations thereon, and instructions DEBT OR CLAIM Oak Spring C em et ery Assn. W. Leonard Griffith Funeral ITU.Ule Thomas A. McKown, Jr. !.:!: Probating Will $ ll3. 00 .A.dv. L~tters 25.88 Fl"Ilng lnventory 6 • . >l'r-Howard 0. Stevens Attorney Thomas A. McKown, Jr. OTHER DEBTS AND CLAIMS Canonsburg General Hospital Dr. Joseph A. Carazola F. J. Buckley, Tax Coll. F. J. Buckley, Tax Coll. Edward Stuart, Co. Treas Mellon National Bank and Trust Company John P . Liekar NATURE OF SAME AMOUNT THIS COLUMN Open~i_n_g_G~r-a-v~e==~~~~---------.--==~6~5~nn6Ut.UKEGISTERONLY Funeral expenses paid $ 54 1 0 0 $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees * Fiduciary commission * ( *) See Note below Last illness Last illness 1963 Borough Tax 196 3 School Tax 1963 County Tax None claimed Balance due at date of death on mortgage of Thomas A. McKown, S ~. recorded in M.B. Vol. 485, page 603 and covering Lot and house at 118 Smithfield St., Canonsburg, Pa. Principal $642.05 Interest 3 .• 21 Notary fees 1, 000 00 44 00 175 00 0 00 2.12. 65 75 00 49 25 91 11 31 66· I I 645 26.: 3 00 ~This decedent, Thomas A. M< Kown, Sr., a widower, had reside<! continuously from 1958 to the de te of his death in the home of his ~on, Thomas A. McKown, Jr., one of his two children, at 329 Hawtl orne ~t., Canonsburg, Pa., and in tpe circumstances the said Thomas A. ~cKown, Jr., fully qualifies fer the Family Exemption. Total 2 , 9 3 2 9 3 Note: The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee, commission or debt is greater or less than the estimated amount claimed and allowed. Subscribed and sworn to before me this ..................... . . .. ~ .. P..P!~ff.~.) ......... . (Executor-Ail lin" • llfttr) ....... 1st ............. day of~--.. ,_ Ap~~~-......... , 19.?.~ /J/ 'd~ . /), / ' .... ~ .. CJ<! .. ~ ~.. . .. .. .......... William 0. Phillips, Notary: Pub!" Washington, y1a~l1i~1~ton C~unty; Pa. ..... J. ;., f. .. 4.:(c:~~!.-l.i ~?. ........ . (Street Number) ....... C.~~~~d·'t· ............ . June 10, 1968_ Having been d~ sworn according to law, I do hereby .certify that the above appraisement is made in conformity with law on this ·············<-~······day of .... c:j;e-~········z·;·L:7···hf?s.· ., 19?'-,l: /"'? /v.v.r/.: .... LA ............ ~ .&-:-07/. ..... . I /Appraiser In the event that any future inte1·est in this estate is transferred in possession or enjoyme 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 ·inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF THE REGISTER 0 I, the undersigned duly elected Register of Wills in and for~~~LA~~·z .... ~~ .... County, Pennsylvania, do respectfully report that I have allowed debts and deductions in the amounts claimed by deponent, e t as to those items where a greater or lesser amount is set forth in the last column to the right in said schedule above, which greater or les mo nt represents the sum allowed as a deduction. Dated: .. ~_,4;/...£Y. .. /.f?&,/.:......... . .... .<: ......... -: .. ~ ..... .. .c-o< /c----. . . / Register of Wills , \. '' \. -~~-! -.,- ( Form No. RCC-\')2 (2-64) \ Will. I l 'Administration JNo. · · ........ Year .. : .. . IN THE . r MATTER OF. THE APPRAISEMENT .) OF THE ESTATE OF Deceased : '· l .I '' . ) • 1 • Late of--.......... · . ." ..... , ............. ; .. t : : I • 1 ' i I ; '1 L) ,) :' -.' I .> -CountY of ................... : ............ . Commonwealth of :Pennsylvania REPORT AND APPRAISAL •I"'' ~\n·n.l ,~"'-\\'' 'j I ;.L':J ~~::1° :::l 1 "\-' '· -~~cn't' 'Gi{\~'1V\ "\ \:.l';);:J\\t.1 ·~ ~ 111· ... ~""'1 I' I .-..·'2 ).'_~ (' .;,:.!; 9S · (, >to V'-' ""'""'' -1, ... , \ ~\ (j:! \-o*~j c :~I , ; " ) -n ) .) .) 'I . ) .) .I .) '. • I RCC-81 (2·64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT THOJ:AS A, JyirK01~JN .JB IN YOUR REPLY PLEA8E REFER TO J ;?'-Y/-,_f- In Re: Estate of ______ ~T~Hllr~·~~~fA~:~)~t~'~}~1c~K~·wO~~m~J~S~R------------- --------------~~~TA~S~HwT~N~G~~~O~N~-----County-File No. 6J-68-6JO Dear :tvlr. NcKown: You are hereby notified that the r;;ria:insl appraisement in the estate of Thomas A MrKm.m o" ik /"" I ' has been filed in the office of the Register of Wills qf "'i'i"ashin~ton County on Aprjl 29 , 19_Qp. Said appraisement reflects the following valuations: Rea 1 Est ate __________ 3'-'~5....:0:!..:0~.1..!0:!..:0~----- Personal Property ________ ~l~4=1~·~0~5~------Transfers ____________________________ ___ Total ------------------~3~,~6~/1~1~0~5~----- 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 one year from date of death, interest at the rate of six (6%) percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Date ______ ~A~D~r~i~l~2~9~~~1~9~6~8 ________ _ DATb OF DEATH: December 26, 1963 Note: This is not a bill. ·' .,CC-"q ( 6-64) COVMONWEALTH OF PFNN~YLV,\NI:\. T'U~SFEll INHERITANC~ TAY R?.SIDENT DECE.0~NT McKO~P!N, TH014.AS A. a/k/a NcKOViN, THOH.AS A. SR. FILE ,f 63-62-192 December 26, 1S63 SUMMARY FILE # 63-6e-192 TtEPOHT OF INHERITANCE TAX APPRAISER I. the unrlersjgned # 6.3 l1Ta sbj ngt on duly appointed Inheritance Tax ~ppraiser in and for the County of , Pennsylvania, do respectfully report that I have appraised property as reported in the foregoing return at the values set forth the last column to the right j_n Schedules "A", "B", "C" and "E". the real and personal opposite each item in Dated: 04-29968 12-26-63 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for "v\fasr.jngton County, Pennsylvania, do respectfully report that I have allowed deductions in the amounts claimed by deponent, E;Xcept as to those items where a greater or lesser amount is set forth in the last column to the right in Schedule "F", which greater or lesser amount represents ~~~ the sum allowed as a deduction. Dated: 04-29-68 REGISTtR OF WILLS INVENTORY VALUE AS REPO~rED VALUE AS APPRAISED VA.~L~UE~'~r~\S~.RE~~A~PP~RA~I~S~E~D Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) $ J,.~oo.oo ·-$ J,.~oo.oo $ _____ _ J/1J.05 1U.05 TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLE!LJ{ VALUE OF ESTATE Valuation of life estates or annuities ESTATE TAX ASSESSi\ffiNTS 3,6U.05 __ _..7_,.0.a.J.2.... -- $ ------ === 2{qJd9;:t~ . .t.o2:o::0:=~~<=:= 708.1 2 =============:=== FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on $ _________________ , ___ ~% ~------------ Tax on $ -~ ~------------ Tax on $ 708. J 2 ~ $ __ ..... 1...,11'""' ...... 1-'-6.___ Tax on $ , ___ ln% $ __________ __ Exemptions=?======:=('!') Total Estate __________ __ TOTAL TAX Less tax previously paid BALANCE Less 5% of tax if paid within $ ____ _ * ======~= $ -~~--- 3 months after death $ =====:= BALANCE OF INHERITANCE TAX DUE Add interest at rate of A% from to AMOUNT OF ESTATE TAX ASSESSED $ _____ _ Estate tax paid BALANCE DUE Add interest at rate of 6% from to FOR USE OF REGISTER ONLY $ ~----- TOTAL TAX BALANCE PAID ADJUS.TMENTS ('!') As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue, $ ______________ __ $ ______ _ $ ______ _ $~-------------­$~------ $ NOTE: Where subserruent adjustments are made to the above computation of tax by the Register of Wills, for proper reason, same should be noted below, with short explanation. Will Administration t No. DJ THE Year ........... . ~lATTER OF THE APPRAISEMENT OF THE ESTATE OF . THOMAS A. :McKO'.I-1L a/k/a Deceased Late of . GAN.ONS:S.l.JEQ ... County of .1f.ASHI1WTCN ............... . Commonwealth of Pennsylvania REPORT AND APPRAISAL -~.~ '4 ---------------------------------------------------------------------------------------------- Fonn RCQ-; 2· • t ... ., -· DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG, PENNA. 1 7 1 2 7 COMMONWEALTH OF PENNSYLVANIA. DATE .................... ~.P.~~~ ...... ??..'. ...... ~.?..?..?. .. RESIDENT INHERITANCE TAX APPRAISEMENT COUNTY .......................... Wg,Q.b.in.gt.o.n .................... . FILE NO •........ : ......... 63.::::.6.8::::19.G .................................... . Whereas, .......................................... T.homas ... .A •.... :McKmm ................................................... late of .......................... Canon.sb.ur.g. ................................................ . in the County of ................................... .J~i?:.~.h.~.nKt.9.!.1 ........................................................... Commonwealth of Pennsylvania, having died on the ....... . .............. ~~·-····························· ............................... day of .................. :P~Q~P.;J.J;v:;t.c.n ........................ 19 ... 63. ... , seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, .................................... V.R.,. ... Chaney ........................................................ , 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. REALTY: As per appraisement filed Description of Asset Unit Values $ Appraisement Made for Inheritance Tax Purposes 3,500 00 ------------------~~~--~~ PERSONALTY: As per appraisement filed 141 05 TRANSFERS: NONE JT. HELD: NOJ\lf: NONE Total 3, 6L~l 05 1------------------------·--------------------------------------------~------H---------1---- fonn~~·::~h ~~ ::~h~w<>l'll,?£~2 ~~·1,.~ o~~~~~~~r.~e~i~?: ..--~·········· ....................... 7~ .............................................. ~::: ........ . /_,~~~···~d Street) ... ... ... -" ·~ ~·oii;;;········· ......................... , Penna. ................ ~;A3HING.TON .... County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ... THCHAS .A.. HcKOVN. a/k/a"····· ............. . Deceased. Late of GANON.$B.:URG. Date of Death, ....... D.ec.emb.er. 2.~.,. .. 19.6} .............. .. Appraiseme11t Docket Vol., ........ 3....2-:. ......................... . Page, ..... f.(---,.£ ............... No ........ 63,....68.,.,1-92 ........ . F ·z d . R . ' Offi A-r . l "0 19 6q t e m egtster s ce, ....... p.rl .... L.:; .. ,.... . .. c. .. Amount of tax due, $ ................................................................... . DEPARTMENT OF REVENUE Received, Examined and Approved, J Wrote abo.ut Appra-isement, Appeal f1'om Appraisement, Entered and charged, \ Form RCC-4-RI-3-66 ~9 COMMONWEALTH OF PENNSYLVANIA RESIDENT DECEDENTS 948759 OFFICIAL RECEIPT No. Transfer Inheritance and Estate Tax File No63-68-l92 May 1, 19~ Date WASHINGTON WASHINGTON Office REGISTER OF WILLS. · a. County, ss: Received from Thomas A. McKown. Jr. (Execut~~~~U) of~ estate of THOMAS A .. McKOWNt SR~ Dec:ember · . SBVBNTBEN and 06/100 who die 19 __ , the sum of .... -... --... -... -Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax Real Estate Tax on$ 5% $ D.i:.29·6S Valuation3 f 500 • 00 Tax on$ 10% $ $ 708 .. 12 14.16 $ Tax on$ 2% $ Total $ 3,500.00 Tax on$ 15% $ Personal Property Exemptions * $ Dj:_29.-68 Valuation 141• OS Total Estate $ $ 14.16 $ Total Tax $ Total $ 141 .. 05 Less Tax Previously Paid (if any) $ Total Gross Assets $ 3,641~05 Balance $ Less Debts and Expenses of 2,932.93 Less five per centum of tax if paid Administration $ within 3 months after date of death $ 708 .. 12 Clear Value of Estate $ Amount of Estate Tax Assessed under Valuation of life Estates or Annuities the Act of May 7, 1927. $ Date 19 __ $ 6 Add interest at thl9&e2i...:e4 cy,; 19 __ $ from date Estate Tax Assessments 2.90 to $ Date 19 __ $ 17.06 · Total $ 19 __ $ * As evidenced by Charitable Exemption Certificates issued by the Secretary of NOTE: In accepting the transfer inheritance tax on future estates prior to the death of Revenue under Act of May 28, 1956, P. L. 1757, effective June 1, 1957, as amended the life tenant.·.or tenant for years, as evidenced by this receipt, it is understood that the Com-by Act No. 381, approved July 11, 1957, and Act No. 207, 1961, Section 302. monwealth shall not be :precluded or prevented from hereafter assessing additional inheritance tax at the death of the bfe tenant or tenant for years whenever it appears that such additional SEAL tax may be legally due and collectible for any reason whatsoever. lfrn1D [p)[LO ©£ lf[E 37-91..-5 ~ ~~ NOTE: This Triplicate Receipt to be retained by the Register of Wills and filed in numerical Register of Wills sequence for audit purposes. MOORE BUSINESS FORMS, INC,, ELMIRA, R. Y, FORM RCC-4-Rl TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT 37 Pa 91T. 5 Docket~..___ ge, ___ _._..,.Jne'----- f I Estate of t THO~JAS A. McKOWN, SR. j OffiCE OF REGISTER OF WILLS ___ ....:...ti..:.:A....:...SHI:::..:::...:NG_.:.." -=-'..::..:ON:..::.J,!:.__ __ Pa, Date, __ ~lfA=Y~l ____ l9--.fi.8 SIGNED AND SEALED AS PROVIDED BY SECTION 1201, ACT APRIL 9. 1929. P. L. 343 AS AMENDED BY ACT MAY 15. 1945, P. L, 528 RUSSELL MARINO Register of Wills 1201 (g), Act of April 9. 1929, P. L. 343. as amended, viz:-"To receive from Registers of Wills all duplicate ,re-ceipts for taxes paid to them by executors or adminis-trators and to· charge the Registers receiving the money with the amount receipted lor. The original of each such receipt shall be signed and sealed by the Register of Wills and transmitted to the executor or administrator, whereupon it shall· be a proper voucher in the settlement of the estate. In no event shall the executor or adminis-trator be entitled to a credit in his account by the Register unless the receipt is so signed and sealed by the Register of Wills.'' Fill in below name and address of person to whom tax receipt is delivered: I ATTY. HOWARD 0. STEVENS To ___________________________________ ___ MELLON BAR J3UlLDlNG CANONSBURG, PENNSYLVANIA 1531? L -~-~~~~~--~~---~-----------