HomeMy WebLinkAboutOC1968-0405 - ESTATE OF KENDRICKl
R C C-39 (6·67)
.. _.,. •<t •
~\:OMMONWEAL TH OF PENNSYLVANIA
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TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
KENDRICK, JOHN JOSEPH
FILE # 63-68-405
December 23, 1967
SUMMARY
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FILE # 63-68-405 rmPOHT OF INHERITANCE TAX APPRAISER
I~ the undersigned duly appointed Inheritance Tax Appraiser in and for the County of
# 63 Washington
the real and personal
opposite each item in
, Pennsylvania, do respectfully report that I have appraised
property as reported in the foregoing return at the values set forth
Dated:
the last column to the right ~'nh;1e~-ules "A" 1 "B", "C" and "E".
03-26-68 -~~ ~~
12-23-67 AP P R A I s~f?
REPORT OF THE REGISTER OF WILLS
I, the undersigned duly elected Register of Wills in and for Washington
County, Pennsylvania, do respectfully report that I have allowed deductions in the amounts
claimed by deponent, except as to those i terns 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: 03-26-68
INVENTORY
Real Property (Schedule A)
Personal Property (Schedul~ B)
Transfers (Schedule C)
Joint-Held Property (Schedule E)
TOTAL GROSS ASSETS
LESS Debts and Deductions
(SCHEDULE F)
CLE~q VALUE OF ESTATE
Valuation of life estates or
annuities
ESTATE TAX ASSESS!IffiNTS
FOR USE OF REGISTER ONLY
Tax on $ 5%
Tax on $ ·-~ Tax on ¢> 2.812.01 00/
~,J ·--~0
Tax on $ l!'l'fo ·--;
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 6% from
to
REGISTER OF WILLS
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$ $ $
2.065.51 2,065.5~= ~-----
3,690.00
5,755-51
3,099.01
$ ____ _
$ ------
10,ltlO.OQ_
l2,475.5J,._
::::;: ' g,656. :?q-'---...
9,819.0;:1._
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COMPUTATION OF TAX
$
~
$ 126.38
$
$ ____ _
d> -~======~= *------
*====== ==
(':') A.s evidenced by Chari table Exemption
Certificates issued by the Secretary
of Revenue,
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
ADJUST!IffiNTS
$ _____________ __
$ ______ _
$
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.
I~ THE
Year
~lATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
JOHN JC6EPH KENDRICK
Deceased
Late of. . CHARLEROI ......... .
County of W.A.SI{INQ'l'ON .
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
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Fonn RCC-2 .... ., ., -. . • . 1 ~ATE Mafch 26 1968 COMMONWEALTH OF PENNSYLVANIA .... ............................................. '-............................ -DEPARTMENT OF REVENUE . RESIDENT INHERITANCE TAX COUNTY .......... W~§h:4l&ton ..................... BUREAU OF COUNTY COLLECTIONS ....
HARRISBURG, PENNA. 1 7 1 2 7 APPRAISEMENT FILE NO • .................. 93.:::::.9..$.-:::49.5 ......................
" .. ~~ ...
Whereas, ................. ............... J..obn .... J.®. .. ~p.h .... K~.ndr.i .. c.l.c ........................................... late of ........................... .9.h~r..l~.r..9.~ ................. ··············· ......
in the County of ....................................... :W.&.e.hi.ngto.n ............................................................. Commonwealth of Pennsylvania, having died on
the ...................................... ~3 .... ~4 ....................................... day of ............. D.~.~~mP.~.r. ..................................... 19.97 ..... , seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
' Therefore, I, ................. :.: .. :: .......... :W .• 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.
·-
Unit Appraisement
Description of Asset Values Made for Inheritance
Tax Purposes
..
' $
-
REALTY:
NONE NONE
-·
·-
PERSONALTY: -
As per appraisement filed 2,065 51 -
...
TRANSFERS: ·-·
NONE NONE --
JT. HELD:
As ner annraisement filed 10,410 00
Total 12,475 51 I
I
form~;·:~hb~"; :::h~worrr ~~~~·~: ~; 0~erW~":~ .. ~~ai;;; =~d>~~~
Appratser
~
./%/~ .......................................................... ........................................................ ~~ ~' ''""' ............... .......... ....... . .............................. .............................. , Penna.
Poat Office l
.WASHINGTON ............................... . County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
JOHN ... J.OOEPH .. .KENDRICK .............................. .
Deceased.
Late of ~ ;.
"
.OH~OJ. • •
Date of Death, ............. D~.c..emb.§r ... 2.3.,. .... l.967 .......... .
Appraisemei!t Docket Vol., .................. 37. ........................... .
Page, ........ $..~:::-.6. ........................ No. .. ........ 93~6.$.:::-4.05 .... ..
Filed in Register's Office, .. Marc.b .... 26,. ...... J9 . .68 ... .
Amount of tax due, $ .................................................................. ..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,
Wrote abo.ut Appra-isement,
'
Appeal f1'om Appraisement,
}.·
Entered and charged, ....
Form No. RCC-62 (2-641 THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000, UNDER SECTION 701 OF ACT OF JUNE 16 1961, / ,.E.FF~C'lJ~E JANUA'RY 1, 19&2,.-(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED) ~. ; ' . •
OFFICE OF THE REGISTER OF WILLS
County of .. ~vf\~I~!.~c;;:r:q~ ......... , ..
~·1a.ry M. K~nc;lrick . 718 Lookout Avenue,Charleroi, Pa • . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . of .............................................. .
(Name) (Address)
being duly -----------~!~~E_1:?:_ ________________ .according to law; deposes and says that he is the __ J!_E?_~E---~~!---~-~~-----------------------------. (Exec., Adm., Legatee, Etc.)
of the estate of ____ -!_~h-~ll __ _-!_~-~-~p)2 _ _!~~!?-9:~-~-~~-------whose last residence was _!.)._~_Jd~9-~~2_ld~~---,8y_g:g_~~~~-----------------(No.) (Street)
-~~~-~-~~E~-~-1----~.9~~------------------deceased, and that the whole of the estate of said decedent, who died ___ Q~-~-~~~1]?._§_~---~-~..l. l 9 6 7 (Cicy, Borough or Township) (Date)
consisted of: .,.
REAL PROPERTY
REAL PROPERTY IN PENNSYLVANIA, WITH STATEMENT OF MORTGAGE ENCUMBRANGES 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
Personal. Property
Cash on deposit, Corning Glass Co., Federal Credit Union,
Account #-1194
1964 Two door Chevrolet Cope, ·Manufacturers #41847 4104087
having a value of
TOTAL
Estimated
Value
$1,065.51~
1,000.00 ~fl. ~
$4;065 • .51
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 interef?t 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.
-1 Estimated Jointly Held Property . ·-.-r V~..1e . ~ • •:"Ail
90 shares of Corning Glass Works, Conrtnon Stock, Certificate
#C0ll3560, issued Nay 21 1962 1n the names of -
John Josenh KPnrlri rlr fv1;~ru M T(onrlri rk-::>nn 'Hnni ro M -,
Tr
, __
.1 . ~--S4l 00 a share s3 6QO 00-
-~~··~~ ~~·"-' ~-.)~~··" v'CUC\Llv.::>o <? ~ tj/, A LJ ~'S""~ ..... .1. --
~I '1 -~,.., t , 6]~ J/1/J tr fu_Nr. I o. ~~~, ,; , ..
Transfers within TWO YEARS Prior to Death
'
I
!
l~Vl~~
I
That at the time of death there was no safe deposit box registered ih decede~t·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 THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT
!
NO i
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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 .
rv'iary rvi. Kendrick. widow Yes Sui Juris l/2 interest
713 Lookout Avenue -'
Charieroi, Pennsylvania -,,
Eunice M.J.Kendrick daughter Yes Sui Juris l/2 interest
D 718 Lookout Avenue
·Charleroi, Pennsylvania
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RES'IDENT DECEDENT 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 .-------~----~--------------.-----------------~----------------~----~~~~~EGISTERONLY
Michael Melinchak
Register of Wills
John E. Costello
OTHER DEBTS AND CLAIMS
Belle Vernon Cemetery
Association
Nurses Registry
Dr. Alan Dent,
Funeral expenses paid
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses *
Counsel fees *
Fiduciary commission *
( *) See Note below
Grave Opening
Special Duty Nurses
Medical Ca.re, last illness
Total
$ 1815. 00 $
11.50
50. O<[L
780. (~0
i
100. oq
565. ooi
115. ool
I
I
i I I
2,6::J6. 50
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. ~ ~ ~ d'_
Subscribed and sworn to before me this ....... .j. .O . ..r,l..,...... ~~?.. ~(: .:::~~"~~. ~ ..... . -:.'(~-. . j'-;. (Executor-Administrator)
................. / .... day of .... ~~.1~~~:::¥ ......... , 19. ~~
· · ·4~~,u;c,c ··· ···· ········ ··
I CH\RL[~QI BOROUGH, WASHINGTO.N cou
718 Lookout Avenue
(Street Number)
9.l.~!.~ ~ ~ .C? ~. ? .• ~.~~.!! .~ ¥.~ Y ~n :1-.~ ............ .
(City or Town and State) '
/4 ,I 1-IL. J i' rill
H~g been duly sworn according to law, I do hereby certify that the above appraisement is ;n~e in conformity with law on this
A/ ·-/ / {-----7')/ L . 6.J-............... ~&.v~"'· ... day of .. /...-:1.a-£.-<":-....... -....... ";'i"J'/J" ... A /19..... a '---~-/? A/f. .. c::.'/"G-6f:-:;:z.<.-e..r.-.... <; .. -.-<'-<-. :.a:Z. .~ ..... .
Appraiser
In the event that any future interest in this estate is transferred in possession or enjoyment to co lateral 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-;:R~GIST~ OF ~LLS
I, the undersigned duly elected Register of Wills in and ~:~/.a~;-?_Y.~7."-:v ......... County, Pennsylvania, do respectfully
report that I have allowed debts and deductions in the amounts claimed by dep~t, except 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 lesser~ represen:s~ t:~ sum allowed as a deduction.
Dated:~~-J...~~./.J?~£....... ..J/..~.2.?.~ ...... .
Register of Wills
r/
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Form No. RCC-62 (2-64)
Will l ·
Administration !No. · · ........ Year .... .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
.. ?.C?l:!l .. -!?.~c:;p}::. ~<.~r:9.r.~<?~ ......... .
Deceased
Borough of Charleroi Late of ..... -:.· ......................... .
County of Washington ..............................
Commonwealth of Pennsylvania
REPORT AND Al>PRAISAL
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Affi!tuuit ®f 1fxrrutnr ®r i\~miutatrutnr
§ta:tr nf Jruuaylna:nia:, t nn:
C!1nunty nf Ba:nl]tugtnn ~
Personally before me, the undersigned authority, a ........... ~?..!~~):' ..... ~.:::"!?..~.~.~ .......................... in and for said
County and State, appeared ......... J:lar.Y, .... M ....... Ke.ndr.:.i .. Q.K .................................................................... who, being duly
sworn according to law, deposes and says that s he is the executor or administrator of the estate of
John Joseph Kendrick . . ............................................................................................................................... deceased, that the foregoing schedules constitute a
I · d · f h a1 d 1 f John Josenh Kendrick comp ete mventory an appraisement o t e re an persona estate o .................................... £ ....................................... ,
deceased, except real estate outside the Commonwealth of Pennsylvania; that the figures opposite each item
of real and personal estate in the foregoing schedules 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 made by the above named Executor Administrator. ' ~ i i day o~F-"";:.:.:~.;;.::~2~; this .. /._~LL. l ?(~.!l£~-·······-··
. ~ ~: ~~······ .... , .. ~~~:;:;~;;;~··INSTRUCTIONS
~-~ ~ -:r:-/ An inventory must be file/within three months after appointment of personal representative.
v:; ~ 6 2. A supplemental inventory must be filed within thirty days of discovery of additional assets. , . ~ ~ g 3. . 1 Original and 2 Copies and 2 RCRI-34, Under $10,000; 1 Original and 2 Copies and 2 RCRI-33,
~ f5 ~ Over $10,000, including Copy of Will; 1 Original and 3 Copies and 2 RCRI-33, Over $50,000, in-
~ 3 clu~ing Copy of Will and copy of Federal Estate Tax Return.
5 5: 1 REFERENCE FOR ADDITIONAL COPY
Act of 1947 P. L. 513 Sec. 5.2, 72 P. S. 4844.2
1Juurntnry au~ 1\pprai.armrut of the goods and chattels, rights and credits which
were . of ... ~S?.~.~ .... ].S?.:?..~P..~ ... }~::.;~?.E.~.~~ .......................... late of ~.~E.:::.:=.~.~ .... ~.~ .... ~~-~.~-~.:.~.~~ .............................. ..
Washington County, Pa.', taken and made in conformity with the above affidavit.
1. Ca.sh on deposit, Corning Glass Co.
Federal Credit Union, Acct. #1194
2. 1964 Tvvo door Chevrolet Cope
Manufacturers #418478104087 having
a value o£
TOTAL
DOLLARS CENTS
1,065 51
1,000 00
$2,065.51
. . .