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HomeMy WebLinkAboutOC1968-0329 - ESTATE OF CLAYTON~.·--.... ~ r;cc-39 (~6Bl COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of CLAYTON, OSCAR DATE OF DEATH __ 2-_2l_-_6_8_FILE NO. 63-68-329 (Last Name) (First Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of Washington Pennsylvania, do respectfully report that I have appraised the real and personal property as reported in the foregoing return at the values set forth opposite each item in the last column to the right in Schedules "A", "B", "C", and "E". Dated: --~02.,:--.....,2::-:6:.......-...:,..7-::-0 ____ _ 02-21-68 REPORT OF THE REGISTER OF WILLS I, the undersigned duly elected Register of Wills in and for Washington County, Pennsylvania, do respect- fully 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 ter or lesser amount represents the sum allowed as a deduction. Dated: --~02=--'2;;;..6;:;..-_.7'-"0'------ REGISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) $ 1.167 07 $ $ _________ ~--- 1.167 07 Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE Fl CLEAR VALUE OF ESTATE Valuation of life estates or 1.167 07 l 176 75 E annuities . . . . . . . . . . . . . . . . . . . $ _____ --!--- ESTATE TAX ASSESSMENTS $ _______ ..J...__ 1.167 07 1.176 75 st ate Insolvent FOR USE OF REGISTER ONLY COMPUTATION OF TAX Tax on $-----------4--2% Tax on $-----------4--6% Tax on $-----------4--5% Tax on $ l1l% Tax on$ ( 15} fue~ti~s * Total Estate _______ ....... __ TOTAL TAX $ _________ 4--- $ _______ ~---- $-------4---$ ________ -4--- $ _______ -4-- $-------~-- Less tax previously paid $=======+== BALANCE $---------+--- Less 5% of tax if paid within 3 months after death $======== Add interest at rate of 6% from -----to ----- AMOUNT OF ESTATE TAX ASSESSED $-----+-- Estate tax paid $ _____ ---...J __ (*) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. BALANCE DUE $ _______ _J __ __ Add interest at rate of 6% from ----------~10-------$----------4---- TOTAL TAX BALANCE $ -------+-- PAID $ ------------'--- FOR USE OF REGISTER ONLY 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. IN THE Year ........... . MATTER OF THE APPRAISEMENT OF THE ESTATE OF OSCAR CLAYTON Deceased Late of. N. FRANKLIN TWP. ································ County of . WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL . ! "'· Fol'lll. RGC-.2 . COMMONWEALTH OF PENNSYLVANIA DATE .................... f..l:l.l?..r.~.~:r.:Y. ...... ?2 . .?. ...... J.::.9.7.9.. . .. .... DEPARTMENT OF REVENUE .. ' . .. > RESIDENT INHERITANCE TAX COUNTY ......................... ~~-~-~-~~-€;.~.~-~ ............ BUREAU OF COUNTY COLLECTIONS ............... HARRISBURG, PENNA. 1712 7 APPRAISEMENT FILE NO. ........................ ..??.:.?.?..:?..?..?. ............. .................. Whereas, ...................... 9.S..<::.~r. ... Ql~Y.t.9.D ................................................................................ late of ......................... 1\T.~ .... f~.~-~-~~~ .... ~~P.~ ............ ················ in the County of .................................... .W?:.s..@..ngt.q.n. ................................................................. Commonwealth of Pennsylvania, having died on the .......................................... ~1 .... $.:t ..................................... day of ............. .f~.9.:r..1¥.3.-.f.Y ................................... 19 ...... 9?, seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore, I, ....................................... W.~.R.~ ..... G.h®..~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 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 Purpoaes $ PERSONALTY: Proceeds of life insurance 1,167 07 I .. -. I I - ! I _Total 1,167 07 ESTATE INSOLVENT fonn~;·!;:~h ~a~ ::fh:Sw~d~~~· ~:; o~·~~~=~~;~·;=•n2::d:J#~ . A leer · ~--······z ....... o ............................................................................................................. (Number and Street) ~-... ~; ... /:. . ................................................................................ , Penna. (Polt Oftlae) On''''''' n '''''''' no~JA$H:II'JQTON 0 County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of OSCAR CLAYTON Deceased. Late of N. FRANKLIN TWP. Date of Death, nn.nnn.f..f3.l:>.r.~.r.ynngJ.,,n .. J9.f:>.$. .... n .. .. A ppraiseme i! t Docket Vol., no ... nnnn .. 2.7.. .. n ...... n .......... n ... . Page, n .. JQJc~.Q . n .. n .......... n. No .... 9.3.:-::-.9..$~.3..?.9. ............ . Filed in Register's Office, f.~.~~~n ... ?..~.d9.7.9.. Amount of tax due, $ ............ n .. n ...... nnn .... n ...................... : ........ .. DEPARTMENT OF REVENUE Received, Examined and Approved, Wrote abo.ut Appraisement, Appeal f1'om Appraisement, Entered and charged, • ""-. I , 'i ' FORM 67 REV. 1-50 REG. WILLS i\ppliration for i4rttrrB of i\btttittiBtration nn thr Estate of... ............ Q .... u.C.d . .!.E ...... M ••••• C ... ~ .. Af..L.d . .d. .......................................................................................... . ····················:···········:~············/)7}:········ .. ··················=z······?;;;J·········7r····n················ ..................................... _. ................................... . late of .. ,2Z .... 7.(~ ...... ~.~ .. ~ .. : .. L.&!:=., Deceased. pe<sonilly appeare<L~.celi~~--~~=~~.::.:.:~~: ... :~::: who, b;ing duly sworn deposes and says that ........ Q~.... .. .. ...... .~ ............. ,. ..... 25_::z·················· age ... ~.£. .. , having .. ~ .... last family or principal residence at ........... :...... ... . ... .. ...... . .... d::l.'..:~ ................. . /,~ (Street and Number) .. :,/...'f.. .... .. . ...... , ................................................. , Washington County Pennsylvania, died intestate ty, Bor gh ownsh' a . ... .. .~ ... ~.~ ........... , on the.4./.day of.::;:.~ .................................................. . A. D., 19/..£.. ..... , ............................................................ M., possessed of personal estate to the estimated value $ ... ~.6.d.~.~ ........ , and of real estate in the Commonwealth of Pennsylvania to the estimated value of $.:/.ld:::?:u-....... , situate in ............................ : ................................................................................................................................................ .. The names and addresses of the decedent's surviving spouse (if any) and other heirs including heirs by adoption) are as follows. REI,ATIONSHIP RESIDENCE .... : ................................................................................................................. : .......................................................................................................................... . .................................................................... .-....................................................................... ~ ................................................................................................... . :··~-;~~~~~;:~:~~;;;~~~-~-;~~=~~~~::~~ Administration upon the Estate of said decedent, no letters having been previously issued thereon. Sworn and subscribed before me this ......... ~?.:\.2 ........ day oE ..... ~.., ..... .;!J.~A. D., 19 ..... ?.i. .... ~~f) :)7~ ......................................................................... 1 ....................................... .. REGISTER COMMONWEALTH OF PENNSYLVANIA } SS: WAS:::~=--~> ....... .2.~ ... , 19 ... t£ comes ..... ~.~~:.?J who being duly sworn doth depose and say that.. .......... ~ .... wil1 well and truly administer the goods and ::::~~~::~~~:::,.~:;~~~==~2:~~;;:~:;·-~~~:::::::~:~::~:: ful of the laws relating to inheritance taxes . ...... : ......... ~ "'* ... . J I /5't(} ,£o & :3 ~ C !? -B :3-' f' I , I' 1 I I I ' l APPLICATION FOR Letters of Administration ESTATE OF OSCAR CLAYTON ....................................................................................................... Deceased R $ ............................. . Letters ... :1 ............................. :~··············..... 9' ~ . ' p $ ............................. . ~Extra A}ias ..... 'ij ...... $ ............................. . _, ; _4", e / 0----8 afes ...... ! ... : ... $ ...... !. .......... :::= ... . \ Renunciations ..... , ...... $ ............................ .. v-o ................................................................ ).;1. $. . ... f?. ...... :::::::: .......................................................................... .J ·"'\0 ~ Total.. ....................................................................................... .. ,_. . ) ' ' (.j -;") fi I ·~ ., 'UJ I f -- LJ .L ........................ . f f\"\ --. !\f fr.: ............................... rAttorney .................... .. ;::::; I • ; ..-.~ "tv'< Th--::f ~ .. ~ ,:.., w \._,) t/ .. ...., / ,. / I 11\unw i\11 ilru iy Wqr.ar Jrr.aruts Estate of ... ~~~:-~~-~-:-9~ .................................... } No .... . late of N .~ .... :r.!i: ........... Jl ......... P. 40 . , Deceased .. .... .. .. of 19 ......... KNOW ALL MEN BY THESE PRESENTS, Quinn R. Banks as Principal and Wni ted States Fidelity and Guaranty That we, ................................................................................. . ................................................... .. Co. Baltimore, Md. Surety ································ .............. ···········································.····· .............................................................................................. . all of Washington County, Pennsylvania, are held and firmly bound unto the Commonwealth of Pennsyl- vania, for the use of those interested in the estate, in the sum of .J:i1JYf:!I .... ~.~J;l~r.~.q. .................. Dollars, to be paid to the said Commonwealth, to which payment, well and truly to be made, we do bind our~elves, jointly and_ severa_lly, . f<?r _and ip. the_ whole, our .heirs, _executors,. .administrators, successors and assigns, and each and every of them, firmly by these presents. Sealed with our seals and dated the 2.6t.h•. . . day of ............... f.e.'o.r.U.~.'r.Y. .......... A. D., one thousand mne hundred and .~:i;.:t.Y. .. E.Jgl,l:t .............. . THE CONDITION OF THIS OBLIGATION IS, That if the above bounden ............. .. . . . Q.uinn ... R •.... ~ank.s ..................................................................................................................... . Administrator or any of them, shall well and truly administer the estate according to law, this obligation shall be void otherwise, it shall remain in force. the estate; but Sealed and delivered in the presence of: ........................................... ''"'·''"''''"'·. &tttttmrut nf @~urdu I, ····················-·······--·--·-------------------············-··---·--------------------...................... , surety in the sum of $ ................................ on the administration bond in the estate of -------------------------------------·------------·--------:----------------------------·---------------· say that I reside at ----------------·-----------------------------------------------------, Washington County, Pennsylvania; that I am the owner of real estate, the title to which is in my own name and duly recorded, situated in .................................................................................................... , Washington County, Pennsylvania, worth above all encumbrances $ ................................................ ; and that I am worth the amount expressed in said bond, over and above my just debts and liabilities. ~----------------------------------------------------------------------------------------------------------------------~ P.O. &tatemeut nf ~urttn I, .......................................................................... ______________________ ........................ , surety in the sum of $................................ on the administration bond in the estate of ........................................................................................................................ , say that I reside at ............. _ ........................................................................... , Washington County, Pennsylvania; that I am the owner of real estate, the title to which is in my own name and duly recorded, situated in ............................... : .. , ................................................................. , Washington County, Pennsylvania, worth above all encumbrances $ ................................................ ; and that I am worth the amount expressed in said bond, over and above my just debts and liabilities. • ····-·····-·································-········-····························--···-···············--.---·-······-··· ·--------------------------------------------_------------------------------------ Street P.O. COMMONWEALTH OF PENNSYLVANIA, } SS· WASHINGTON COUNTY, "' . And now ......... , .............................. 19 ............ , comes ........................................................................................................................................ . who being duly sworn, says that he is acquainted with the financial standing of the securities to the within bond; that the said obligors have each executed the said bond and that the sureties thereto are the owners of real estate in their own right of value more than the penal sum of said bond over and above all incumbrances and exemptions. Sworn and subscribed before me this ............................... . day of .................................................................................... A.D. 19 ......... . ------------------------------------------------------------------------------------------------------ Co. • .. ' I l i .. , No ..... /~~_<:/ __ _ A~miuistrntinn 1BnM IN THE ESTATE OF OSCAR CLAYTON -------------------------------------------------------------------------- t·-1t And now -------F.ehr.~-J-.. 2.6 .... , 19.~6.8 ... Bond approved an~ Letters issued to f-, I CJ .. • I -----------~~-~--~-!--~-~-~-~-~~--~------------------ :'?'--J I i who was duly quali~ied. ----------------------------·-----------.. ·-------~·------------------ D .. ______________________ Rus.tle:l·l ... M§,:rJnQ ______________ _ "-'"' Register Bond Book __________ §_?._____________ Page 212 BADZIK PRINTING ~9 DONORA / I 't- .... ~ ' ... RCC-(03 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENOE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS COUNTYOF ___ W_a_s_h_i_n~g~to __ n ____ __ This return must be completed in detail and filed in duplicate, with the Register of Wills in the County where the decedent resided within one year after date of death, unless an extension is granted by the Secretary of Revenue. Will Admn. No. ____ l9 __ J, Quinn R. Banks 102 North L~ncoln Street of Washington, Pa. 15301 (Name) (Address} Mise:. being duly sworn ac:c:ording to law, deposes and says that he is the _____ ......;,A;.::d:::m=i:.:.n:,:i:::S::...::t:.:.r:..:a=-t=o:.=r~--------- (.Exe~, Adm..,_J.egatee,.,.,tc.) h. of the estate of ______ O_s __ c_a_r __ C_la---lL.y_t_o_n ______________ late of _N_o_r_t.,...,n_r....,r_a_n~K_l_~_n __ J__,...Jo_wn __ s __ ~""""'p!!o...._ _______ __ (City, Borough, or Township) deceased, and that the whole of the estate of s<:~id decedent, who died on February 20, 1968 (Date) consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma~ket value of the assets and no Pennsylvania Transfer Inheritance Tax is due. Type of A~se.t: -· Real Estate:1Pers·3t 1 Lx~· Property, Jointly Held Prop. or Transfers (Signature) ''j 1:971 ASSETS (Attach additional sheets if necessary) Description of Asset Proceeds of Life Insurance TOTALS REPORT OF INHERITANCE TAX APPRAISER (Title) Estimated Market Value 1,167.07 1,167.07 Department Valuation CAUTION (Do not writ.e in this space) I, the undersigned duly appointee! Inheritance Tax Appraiser in and for the above County do respectfully report that I have appraised the real and personal property as reported in the foregoing sc:h I at he va ue set forth opposite eac:h item in the last c:olu n t the right. Dated: db '/"? 0 Name of Payee Quinn R. Banks Nettie Wilkens Russell Marino Wasler Flower Shop Quinn R. Banks Wray G. Zelt \ DEBTS AND DEDUCTIONS Nature of Claim Funeral expenses Room and board bill of decedent Costs of administration, includin Bond Flowers Administrator's Commission Attorney's Fee TOTALS REPORT OF THE REGISTER OF WILLS 908.50 121.00 23.00 15.90 58.35 50.00 1,176.75 I, the undersigned duly elected Register of Wills in and for the above County, do respectfully report that I have allowed deductions in the amounts set forth in the above schedule as claimed, except where I have set forth a greater or lesser amount In the la•t colomn l~tealet at le•m omaont tepte•enl• the '"m ~···~ DateofApproval: ~4-/f/ ~ . Reaister of Wills n n r l>:::E c...=.:. 3 -0 ::J 0 0 .... 3: 3 c ID l> ) (II ::I - 3 -+ 0 -f .. 0 "< - -f Q ;o ::I 0 m :::!". m ~ - 0 ID ;o ::J '"0 ,Q' '~ 0 .... 0 ;o '::I'" m "'TI -f 0 V' -f z - -f 0 l> "'D l> "TI ::I: -1 z ID -f -1 rn ::t z 0 ::I ::t m 0 ::I m m l> 0 l> "' '"0 "< 0 '"0 < "'TI '"0 '"0 0 ;o ;o ::I l> l> 0 V' l> r V' m 3: 0 " -< m ID n z Q " Q -f .. .. I " 0.. . ' • .I r ' • I '' 'I .. ( f • ' \.!t i .\' ~ [ . t. 52 ~d 5 8Jj OL. tOC~'·ll :1 ~· .,·.·~-;t ~~., • ·;r. ! ilr • : '