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HomeMy WebLinkAboutOC1968-0372 - ESTATE OF CARNEY-c--~ form No. RCC-62 (4-71) THIS FORM REQUIRED IN ALL ESTATES ~TH GR~S ASSETS UNDER •10,000, UNDER SECTION 701 OF ACT OF JUNE 18, 1881, ~ EFF~C'I'IV"E IANUARY 1, 1982. (FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) · . ~ _ ' ~ :!; -? -<> 7 J--- OFFICE OF THE REGISTER OF WILLS County of .. ~~~!1-.~Ifg:~'?Jf ............ Box 602 Nashville, ........ ~~.l;Q-+~4. ~-··. ~.J::~J;l~g9-;r: ........•....... of rr:r:eY.~C~P .. ~ $3.Zar.eo~ .. Go.l.leg.e . ';L'.~nn~ssee. 3 7 210 (Name) (Addreu) being duly ..... ~w:<;.u;.n._ ______________________ .according to law, deposes and says that he is the _______ :e!x.ecu.tor. _________________________________ (Exec., Adm., Lept<!e, Etc.) of the estate of ____ .Xiilli.am.. . .Caz:ney: _____________________ whose last residence was ------~9..~~-?.~--~~.§._! __________________________________ (No.) (Street) ---------------------------------------------------·deceased, and that the whole of the estate of said decedent, who died __ }::_~-=§-~--------------(CitY, Borough or Township) (Date) 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 Value A""'> ~ ~~~~ u-d.~ "'' 1/ ' Personal Property __ /_ 1~ ·k/\.& -{_~) 07'~"<:1 d 0 c:J ' ----?-1 ... /{~~.,._L-h ~/ o~z-.A-~:J ~ ~10 /'-.5~ J.,_ -\....., , ...... ---- l--1 v l J b ~ f;J.-Ll.~e>., ~ ~ -I 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 Estim,t;ed .. .-. Value - < -· . - Transfers within TWO YEARS Prior to Death That at the time .of death there was no safe deposit box registered ih decedent's individual name, 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 THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT fp(;:f; WA*h ,;, fL._ ~:nr/_~-' n " IPA. )J;:uL.._. ~ A. ~ y ').~ u? • ..f.. v I (/ & ~ ~ LZ:. C/ v - BENEFICIARIES 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 BENEFICIARY an interest, vested, contingent or otherwise, in estate.) are involved, set OR NO AT DEATH OF IN ESTATE forth this fact.) DECEDENT fltJ 0 ~ Q _ _/., ;f. J& . )0.-A L .t;:;., {A./A) 99 L.lo . .a .4r- ~ E5JI --r:J.d" £c;. ~ (f_f (/ {/ ({y_, • .L,-#a, / , _;P~ ~ ~ hJ 10__. /.fh {A_1l..O 1-o 2~~ ; , ' .,; 0 (/ /~. 7/ yt:>JJ~ \ \. . .\. -.. "-~ )lj;,A.'; -:L .. "' ~A . ~f·;_1.s.-\~ --- I ~~ "'-#_/' L )PA_~ A-1--u ~ 32. J L(/ r h ;J</s-tJ ~_J u~ r u ]h, ~~~ ,~, 41"~ ?o rT~ ? Jp_~ h L-uA.) 30::.-/1-M J ~-~ j../_ A (7 u . I · ... 'f1_p }, _,..., ';£~ JoA_ ~ ~ 1/-1 /~ h2~3~~ u v /L£ Jz ~~ ~I/ 'RESi.D'ENT DEC~DENT DEBTS AND DEDUCTIONS CLAIMED NOTE: List first five items in the spaces so provided, observe notations thereon, and instructions. DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN xEGISTER ONLY Funeral expenses paid $/2J/ 7c> $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses • Counsel fees • I Fiduciary commission • OTHER DEBTS AND CLAIMS (*) See Note below I I Total /::< J K 7tJ /1.1 8 10 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 le~ than the es_timated amount claimed and allowed. . ~-. . . ' ~ Subscnbed a.nd sworn to before me th1s ..................... . ............. ~-c .. ~.day~f.~.~ ..... ,19.1i .......... ~~~iSS~~~·oo········ .m~~.Jf~.~.-:-.. -~.-.~.~-. (E:recutor-Admi~i;i~~~O:--:-~'-' -:;~(~~.~ ~,> .• ~.: •.• ~.?.-?-/.~ (City or Town and State) Having been duly sworn a,ccording to law do 'PY certify that the above appraisement is made in "'Conformity with law on this .................. .;;..f.;t;;:h ...... day of ......... ~··············r77········· 19U . ~ (f ........ ~/~ .. ~~ ...... p.J. ............. . ApprRiaer 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·inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF I, the undersigned duly elected Register of Wills in and for. . . . . . . . County, Pennsylvania, do respectfully report that I have allowed debts and deductions in the amounts claime y deponent, se items where a greater or lesser amount is set fortq in the last column to the right in said schedule above, which greater or Jesse am{nt rep sents t})e sum allowed as a deduction. Dated: ....... }~.~.~.? .. ~~~~US SELL~~.. . . . . . . . . . . .~ll.. .~~ M~ .... . " • · -·' ~ -Register ~ Wills I I ~ .r form No. RCC-62 (4-71) Will . lNo ........... Y~ar i 'L' .. c r \ Administration S r 1 L U v IN THE ''14 JUH ZS MATTER OF THE APPRAISEMENT f l~l1 g 06 OF THE ESTATE OF H U S S E L ! • ~.L \f.~ ! N 0 REGISlTi nf WILLS WASHIN:. 'C'-~ CO., PA. :....·~~' ~,__ .... . ::r.~ ......... Dec~ Late of ............................... . County of ............................. . Commonwealth of Pennsylvania REPORT AND APPRAISAL \' .. :·"I" C() ,'t-11 ,;; ""' . ' ·'· ,, 0, ./ ..... <:o .. ' ·I > l "r, ~ / ..... / " D· \(;... <:/ -:~ ~~ . . : --.'· -·"·"~ ;. ~·' -·---··-~+·• ~. _ ·•~N .. ..,_-,,.,.,.·..'".~>•••-··F·-···"'··1•"·""'""~';-.,-~.,o.•.•c..;<':><<"-·"-"'·'"o•":'¥."'''~~;,•.,;,.C~'•-• .. >.,~-,.: •. "."'' .,., ..... :., •. ••:. -~ · :. -·• · · . .,...,,~·~· · ....... ,.,.. ...... .'_· .c· ., . ...,_.-""~· ~ WILL (Single Sheet) . · 'f;/'.:: Published by The Plankenhorn Co •• Williamsport 2, P:.. ~ t,3·&i'-37~ That I, William Carney , of Roscoe in the County oj Washington and State of Pennsylvania, being of sound mind, memory and understanding, and considering the uncertainty of life, do hereby make~ publish and declare this my last 1lmm and 1Iestament,. hereby revoking and making void any and all fanner Wills by me at any time heretofore made. FIRST: I direct that all my just debts and funeral expenses be paid by my Executrix hereinafter named, as soon afte; my dec~ase as may be convenient. SECOND: I give, devise and bequeath the remainder and residue of all my property, both real and personal a.nd wherever situate, to my daughter, M ildred C. B~inegar. AND LASTLY.-! do make, constitute and appoint 1Iildred _C. Brinegar ·to be Execztt rix ofthts my last Will and Testament., and to act without bond. 1In lrulitness \rulbereof, I have hereunto subscribed my name, and affixed my seal, the --Thirteenth-----day of February in the year one thousand nine hundred and Sixty-four Signed, sealed, published and declared by ............................. Wi.l.lJ.am ... ,C.ar.n.~Y ......................... . the· testat or above named, as and for hi.s last Will and Testament, in the·· presence of us, who have at i.1i s request, . subscn'bed our names in hi sPresence, and in the presence of each other, as witnesses . hereto. CJ6. ~ ??:~'; t, '"';, ;; ~ Q (l.t..kf!.t:.;":h~l-............... .. RCC-81 (6-73) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG 17127 NOTICE OF FILING OF APPRAISEMENT MILDRED C. BRINEGAR (Executor or Administrator) In Re: Estate of WILLIAM CARNEY IN YOUR REPLY PLEASE REFER TO Inheritance Tax Division WASHINGTON County-File No. __ 6_3_-_6_8_-_3_7_2 ___ _ Dear Mrs. Brinegar: You ore hereby notified that the ____ o_r_i~g~i_n_a_l __________ _ appraisement in the estate of William Carney has been filed in the office of the Register of Wills of Washington County on July 24, , 19 74, Said appraisement reflects the following valuations: Real Estate _____________ _ Persona I Property ___ . .!24"-!S~O._.·._..ouOL-____ _ Transfers _________ ,--____ _ Joint I y Owned -,--,-------,---'------ T ota I _______ .!24:..JS~O._..~Ou.O.___ ___ _ 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 Act oii961, 72 P. S. 2485.1001, P. L. 3~ , Date 7-dl'f -1f-s;gned Q_~b , Title ~'VOd -~ .. ..]:. DATE OF DEATH: MARCH 8, 1968 ESTATE INSOLVENT Note: This is not a bi II. RC<;·.-o9 (5-61!) COMMONWEALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of Carney, William DATE OF DEATH 3-8-68 FILE NO. 63-68-372 (Last Name) (First Name) (Initial) REPORT OF INHERITANCE TAX APPRAISER I, the undersigned duly appointed Inheritance Tax Appraiser in and for the County of ___ ~_:Va_s_h_J._· A:.::-·..=g:....t_o_n _____ _ 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". QZ£.~0 INHERITANCE TAX APPRAISER Dated: REPORT OF THE REGISTER OF WILLS ~ {!;;IUf I, the undersigned duly elected Register of Wills in and for lllasbingt on 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", w · or lesser amount represents the sum allowed as a deduction. Dated: JUL 2 5_ l97'frtUSS[LL MARINO lf '-""~ .. ''-.~. ..... ~--. R GISTER OF WILLS INVENTORY VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS Less Debts and Deductions (SCHEDULE F) $ $ 4so1 oo $ ________ -+-- 450 00 1 218 70 CLEAR VALUE OF ESTATE Estate ~nsolvs=n~t __________ L_ __ Valuation of life estates or annuities . . . . . . . . . . . . . . . . . . . $ ______ +--- ESTATE TAX ASSESSMENTS $ _____ .!__ __ FOR USE OF REGISTER ONLY Tax on $ ---------+ COMPUTATION OF TAX Tax on $ ---------+--- Tax on $ ---------+--- Tax on $ ----------+---Taxon $ _________ 4--- Exemptions Total Estate TOTAL TAX Less tax previously paid BALANCE Less 5% of tax if paid within 3 months after death 2% 6% 5% 10% 15% * $ $ $ BALANCE 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% from .to :======:=t= $ _____________ 4---- $--~....--1 $ I $ $ I I $ $ TOTAL TAX BALANCE $ PAID $ FOR USE OF REGISTER ONLY ADJUSTMENTS I ( *) As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. NOTE: Where subsequent adjustments are made to the above computation of tax by the R egister of Wills, for proper reason, same should be noted below, with short explanation. z))fl1 ) . Will Administration ( No. IN THE Year MATTER OF THE APPRAISEMENT OF THE ESTATE OF WILLIAM CARNEY Deceased Late of . ROSCOE County of WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL ~ ·- '"' - ( ~· ,.. .. ' , . / .... /, r. ~ /~ .. ~ -' Fonn RCC-2 . COMMONWEAI)ru OF PENNSYLVANIA DATE ,July :24 1974 . .................................................. t ....................................................... DEPARTMENT OF REVENUE RESIDENT INHERITANCE TAX Washington BUREAtJ OF COUNTY COLLECTIONS COUNTY ··············································-····-·········· .. ········•························ HARRISBURG, PENNA. 17127 APPRAISEMENT FILE ·NO .......... §.~.:: .. §.§.::.~ .. ?.~ ........................................... . - ' Whereas, ........................... , .. ~-~-~-~-~-~-~: ... .9..~E~.~Y. ............................................................ late of ................ ~~-~-~.?. .. ~ ...................................................................... in the County of ........................................ W..~.~.P.:.!.~g~-~-~ ..................................................... Commonwealth of Pennsylvania, having died on the ............................................................ 8th. ............ : .......... day of ............... March .......................................... 19.6.8. ... , seized and possessed of an estate subj:.~~:r~~"r~~~=:~=~t~.·~:::::i:~ly appohlted accordhlg 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 Personal: $ See CoPv of Appraisement 450 00 I I i ESTATE INSOLVSENT ) I ' I ' ' . . I I I ' WASHINGTON County - RESIDENT INHERITANCE TAX APPRAISEMENT \ Estate of 1 WILLIAM CARNEY .r " \. Deceased. 1.. . Late of ::-· ... ROSCOE . .................................... ······················································· v Date Appraisimel!t Docket ·Vol., ...... 3 .. 7.~ ................................... . ' .rh Page, ... .19.9~.:1 ....................... No. .._ ,, "· Filed in Register's Office, ... J..l:l:J.:Y. ..... ~4..J ..... 19 ... 7.4 Amount of tax due, $ .................................................................... . DEPARTMENT OF REVENUE t ' y· ,, , ... Received, Examined and Approved, \ \.....- -,.. -· l· -" ~ _); c• ' -, /.'. ' Wrote abo.ut Appra.isement, ' Appeal jt'om Appraisement, Entered and charged, __j