Loading...
HomeMy WebLinkAboutOC1968-0318 - ESTATE OF CURLR CC-Bl (2-64) COMMONWEALTH OF PENNSYLVANIA -.DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT AMELIA JOSEPHINE CURL (Executor ~. IN YOUR REPLY PLEAOE REFER TO £~37-9~4 In Re:Estate of -=SAMUE=='L:....;:.DA:.::YT::..::..::O:;.=N:......::.C..::;UR:;::L=--..:&:L/..::;kL/a=--_ ____---lWwAIMoS.u.H....IN..u.wG~TO~NU-..County -File No.63-68-318 Dear MrS.Curl: You are hereby notified that the ~i~jnal appraisement in the estate of 8amuel Da 0:Curl a/k/a has been filed in the office of the Register of Wills qf Washington County on February 21 ,1969.Said appraisement reflects the following valuations: Real Estate ~5'L0::..;O::..;O;..:.:..:O:..:O__ Personal Property _ Transfer s -:::--:::-=--==__- Tota1 .....5u,~O~OO~.~OO~·:.....-_ 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 (5%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Dat e -"F~e!.!::b~r..l::!ua.~rye..J-....:ZI.::o!o..lI,Lo....:=l:.L9~69L-__Signe~~<2~ Title W.R.CHAN!!.'!,CHIEF APPRAISER DATE OF DEATH:January 12,1968 Note:This is not a bill. .. 'lCC-39 (6-67) '·OMMONWEAL.TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT CURL,SAMUEL DAYTON,a/k/a CURL,DAYTON FILE #63-68-318 January 12,1968 SUMMARY I,the undersigned #63 Washington FILE #63-68-318 the real and personal opposite each item in rmponT OF INHERITANCE TAX APPR..AooISER 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 in Schedules "A","B","C"and "E". Dated:02-21-69 01-12-68 ~A-.-~~~~.-~~APPRAISE~- REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for Washington County,Pennsylvania,do rl;spectful.l.y report that I have allowed deductions in the amounts claimed by deponent,except 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.~..oo .b2 ~ Dated:02-21>-69 f!:U~;?/?~~t-O REGISTER OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $5,000.00._$5,000.00._$_ INVENTORY Ileal Property (Schedule ~) Personal Property (Schedule n) Transfers (Schedule C) ,J oint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities . • . . • • . . ESTATE TAX ASSESS~mNTS 5.000.OQ_ 3.659.45:= 1,340,55.__ $--- 5,000.00'- 3,659.45:=- 1,340 .55._ ======:= CO~WUTATION OF TAXFORUSEOFREGISTERONLY T ax on $•__f5::'0 %_ Tax on $'.~..0;;',0 ~_ T ax on ~1,340.5;$__~80~.~,*~3:..- Tax on $.__lFi%$_ Exemptions .__(:::) Total Estate __ TOTAL TAX $_ Less tax previously paid *============~=== BALANCE $-------Less f5%of tax if paid within 3 months after death $=======:= As evidenced by Charitable Exemption Certificates issued by theooBecretary of Revenue. ~ALANCE OF INHERITANCE TAX DUE $--------------- Add interest at rate of 6%from to $_ AMOUNT OF ESTATE TAX ASSESSED *_ Estate tax paid $__ BALANCE DUE $_ Add interest at rate of 6%fromto $_ TOTAL TAX BALANCE $_ PAID $ FOR USE OF REGISTER QNLY ADJUSTMENTS NOTE:Where subsequent 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 ~No.Year IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ....~.uw:E;I"PAJ'rQ:N..emu..._!k!a .. Deceased Late of SPEERS... ....-............._'......_.-~.. . County of .WASHINGTON... .-. Commonwealth of Pennsylvania REPORT AND APPRAISAL ., DEPARTMENT OF REVENUE •BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 1Z7 COMMONWEALTH OF PENNSYLVANIA ..-.RESIDENT INHERITANC»TAX· APPRAISEMENT DATE ¥.~P:r.~;y ~.'.~~~~. COUNTY !!.~.~.~.~.~.?.~. FILE NO...Q2.~.§..?::?!.?.. Whereas,s.a.mue.l D."n9.P.9~+~I.~l~late of ~p.~.~~.~. in the County of ~~.~.~.~9..~Commonwealth of Pennsylvania,having died on the l~th day of J..an.~r.y 19..§?..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.,lt,.9h~n~y.,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 Ufe 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 REALTY: All t hat tract or parct$l of ground situate in t eh Borough of SDeers.WashinP:ton County',Pennsylvania,being the ~outhern one-half of Lot no.11 and the Northern one-half of Lot No.12 in the Plan ot Lot6 laid out by Noah O;)peers and ot in the Recorder's Office in and for WashinJ<:t,on County,Pennsylvania, in Plan Book No.1.DaJl:e 3. Said lot bing 50 Bect wide b y 100 feet deep.And known as No.20 Carson St.,Speers Pa.Upon which there is erected a two stroy frame dwelling house and garage.5,000.00 Total Unit Values $ Appraisement Made for Inheritance Tax Purposes 5,000 00 5.0OC 00 WASHINGrON..............County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of SAMUEL DAITON CURL Deceased. Late of .................................s.p..~a.~.. Datc of Dcath,January.J2..,19.68 .. Appraisemel!t Docket Vol.,3.7 . Page,96~No 63.~.6~3.1JL... Filed in Register's Office,F..~p.r.~y ?J,,19..Q.9.. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra-isement,.. Appeal f"om Appraisement,. Entered and charged,.. "' r~-----~~.-~,--~~--~-~-.~ ""Fon11 No.RCC-62 (12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 18,1981,J i:F\l'E~IVE JANUARY I,1982.(FILE IN DUPUCATE WITH COpy OF WILL ATTACHED) OFFICE OF THE REGISTER OF "WIL~S County of WA~~f:,!'f~f.q~. .....A~.~+!\...;r9~~r.}g~!i:.9P:~~of 5f.~.~l?~~~~~..~~.•.".~I?~~.~~).~~.l.~~~.~~~.~.yernon, (Name)(Addresa)pa • being duly ~Y!_~~!.:l:..according to law,deposes and says that he is the ~~_~~_~~:r:_~~_ .(Exec.,Adm.,Legatee,Etc.) SAMUEL DAYTON CURL .524 Charles St.,Speers Hilloftheestateof.whose last residence was _ (No.)(Street)· J?_~J_~_E?.__y~!'_~~!.:l:.."___R~_~.deceased,and that the whole of the estate of said decedent,who died ~~E:~~_~!-__}.?_!_1968 (City,Borough or Township)(Oate) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRANCES 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 tract or parcel of ground situate in the Value Borough of Speers,Washington County,Pennsylvania J being the Southern one-half of Lot NO.;fSJ)and the Northern one- half of Lot NO~in '--.-/ the Plan of Lots laid out bY Noah '-../ Speers and of record in the Recorder's Of:flce in and for Washington County,Pennsylvania,in Plan Book No.1,page 3. Said lot being 50 feet wide by 100 feet deep.And known as No.20 Carson Street.Speers J Pa.Upon which there is erected a.two story.:frame dwelling house and garage. For recita.lsee Last Will and Testament of Samuel R.Curl $~'OOO'OIIJdlt'173 orobated Seotember II:).lq48 in Will Book 72.page 143 !fJS?tfJ ',r;n iPersonalProperty NON E ,1 - ...'- ~ ,-~ - ~OTE: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 NONE ,Tl'ansfers within TWO YEARS Prior to Death NON E Estimated Value That at the time of death there was no safe,deposit box registered ih decedent's individual name,or jointly wit~,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 SAFE DEPOSIT BOX NON E THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF . BENEFICIARIES RELATIONSHIP OF JOINT !i0LDE~S,TO.DECEDENT BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or DECEDENT TENANTS OR INTEREST OF (State full names of all and their addresses who have illegitimate children STATE YES ANNUITANTS BENEFICIARYaninterest,vested,contingentor otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATEforththisfact.)DECEDENT AMELIA JOSEPHINE CURL 524 Charles St. I:)!Jl:::t::,L-;::;nl.l.L p~Widow Yes ,Tnt:):ll"Rollo "'o"'Tlrm - -" , RESIDENT-DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE'List first five items in the spaces so proyided,observe notations thereon,and instructions Funeral expenses paidFergusonFuneralHome r--D=-=E.=B-=.T_o.=..R:::..:..-..C=-=L=A.::.:I:..:.M::...-_~--__,_------...:::N.;..::.A-=.T=-U.=..R=E-O=-F=--..cS:..:.A=M-=.E:.=--~-.;..::.A.::.:M=--=.O-=U-=.N=-=TT_____1nTHISCOLUMN,KEGISTER ONLY $1512 PO $ Hussell Marino,Reg. August L.Sismondo Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees * 1000 ~O 3 ~o 60 00 Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below Belle Vernon Cemetery David P.Schroll Belle Telephone Co. Columbia Gas Co. West Penn Power Co. Betty J.Sweeney Russell Marino,Clerk Carol Daugherty As~n.Burial Memorial Telephone Bill Gas Bill Electric Bill Notary fees Letters testamentary Trip to Washington to probate will 400 00 175 PO 22 ~O 28 80 1,1 e5 3 PO rt4 PO 15 OC <Ford,Giacobine &Associ~tes Doctor's bill 415 00 Belle·Vernon,Pennsylvania • 0 ••••0 •••o.0 (city °o'r'To;;;~'~~d 'sidt'e)'0 • 0 •••• .5g~..qJ::1~+'.+~.l?.$."t '·0".$.t?~~~~o .H~o:I:;1;...0 (Street Number) ~~~rkvf (,xecuto -~~)S~bscribed and swom to before me this ;J.o~~l:1 . 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. /J i i·/L,..0···daY,10 0.~~,o~~~~~~o00 ••0 0'19.?? ..~"'·~:I'I01;riFUtirr, o I''C~;:I~:O(B;~~~','-;vaShingtonCounty M)6ammiS~lI(lIl ["pirOglUI)'Jl,Hui Having been~dUJl/swor~ccording to law,.!do ~~c,tify that the above appl'aisement is made in conformity with law on this • 0 •••••••••0 0 ~,,(~.0 •••0"day of o.~0 •••0 ••0 ooo :;.;-:?,:;';9.C;:;Y e /~ ,.0 ~.~~Z~'.......~..~..-(.~-..raiser In the event that any future interest in this estate is transferred in possession or enjoyment to teral heirs of the dec ent after the expiration of any estate for life 01'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. •'.0'R~OFoWI S . I,the underSIgned duly elected Register of WIlls In and fo....."....0 • • • • •~••••••County,Pennsylvama,do respectfully report that I have allowed debts and deductions in the am nts claimed by depo ,except a~tothoitems where a greater or lesser amount ,s set forth G las~olumn to the right in saidschedule above,which gre~ter lesser amount,re ntsthe sum allowe~deduction. Dated:"~J'-«~//)?~?~~..~/7./t!~f.0,",Register of Wills ,- " .1 FOl11l Ko.RCC-62 (12-66) WilL 'l /'Adrninist~ation ,SN0.&:.3..-:i.Y.-~{lt,I ••••• .J .' IN THE MATTER OF THE APPRAISEMENT OF TH)1: 0/J ESTATE OF SAMUEL DAYTON CURL....................................... Deceased .Late of ~.~~~:r:~.~.,?~~~~h............... County of Washington.............................. ',' Commonwealth of Pennsylvania REPORT AND APPRAISAL ewr~JfJt~ ~rv '·".1 \7:': ~:I* \. i I~ -' /),, ;~.;'-;....,..:-. ."....0 ~~"...j.:.........:..-~...it'...,.,.'~" .-:',.~~",::.t ".,..'" -. LAST WILL AND TESTAMENT -'_••0'_.....__~_~.....';...~.~,'_"_~';,',.:..~.'~'....~•.;,.,_...~ KNOW ALL MEN BY THESE PRESENTS,.that I,SAMUEL DAYTON GURL, :1 :1 :1Ii,III 11 "'i 1\I; Iiii also known as DAYTON CURL,a resident of the Borough of Speers, --~-.~~----.;.:......,.,-~....---~..". any and all former Wills by me,at any time heretofore made. mind,memory and understanding,do hereby make,publish,and And as to all of my estate,real,personal or mixed,of declare this to be my Last Will and Testament,hereby revoking which I shall die seized and ~osse~sed,or to which I shall be !j_entitled at the time of my decease,I give,devise and bequeath as follows,to wit:- t Washington County,Pennsylvania,being of sound and disposing 11I:'/I, ~'IiIi; of my last illness and funeral. FIRST:I direct the payment out of my estate o-f the expenses, i, .t SECOND:All the-rest,residue'and remainder of my estate, of whatsoever kind and nature and·wheresoever situate,I give, devise and bequeath unto my beloved wife,AMELIA JOSEPHINE CURL, to have and to hold the same unto her,her heirs and assigns forever,provided nevertheless,that in the event my wife pre- deceases me,dies simultaneously as a result of a common disaster, or dies within six months of the date of-my death,the said devise and bequest of residue shall lapse or be divested,and in either event,I give devise and bequeath all of my said property unto our three children,namely,TERRY LEE CURL,SAMUEL DAYTON ..~URL and NANETTE AMELIA CURL,in equal shares,to have and to hold the same unto them,their heirs and assigns forever.I i·-IifI! i Itr- f declare it to be my intention that should my wife,AMELIA JOSEPHINE _,CURL,be living at the expiraticn of six months from the date of my de?th,the estate hereby devised and bequeathed to her shall vest in her absolutely and in fee simple,free of all conditions. --.1 authorize my executor to payout of the income or principal of my estate,reasonable amounts for the support and maintenance of my wife,.AMELIA JOSEPHINE CURL,and as well,the reasonable expenses 1. I'.....-... --'"" in any jurisdiction in which they may act. i It. I ..I' !I.I,,t ~r, ; I~I f ....----..._.._~.-.,.__.__.~-...,.··,·_..··_-_·------1---' I I nominate,constitute and appoint my Wife,AMELIATHIRD: IN WITNESS WHEREOF,I have set my hand and seal to this period of six months. be the Executors of this my Last.Will and Testament,and,I· direct that neither of them shall be required t6 enter security JOSEPHINE CURL,and our son,TERRY LEE CURL,or the survivor,to d~~~~~Q~(SEAL)SAMUEL DAYTOl'rURL ..." , my Last Will and Testament,which consists of ~wo pages,to each-r;;:' .of which I have affixed'my signature this )¥day of January, One thousand nine hundred and fifty-five (1955). :jH'1 I:iII "., ')~of her funeral arid gravestone~should she die Within the said I) 'II,II :1), :1 III II 11 :1 1/ I) " 11. I 1 'IIiI :1Ii:; I, ., Signed,sealed,published and declared by Samuel Dayton Curl,1 the above named testator,as and for his Last Will and Testament, in the presence of us,who at his request,in his presence,and L-I t in the presence of each other,all being present at the same time, have hereunto subscribed our 'j .-Aodress:'(/•1/ .,~vzi VYc.--/7!--f>,-A-< I t I ftlfItl • 2.