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Home My WebLink AboutOC1968-0426 - ESTATE OF DUNBARRCC-!9 (6-67)•_.,. COMMONWEALTH OF'PENNSYLVANIA TRANSFE~~INHERITANCE TAX RESIDENT DECEDENT DUNBAR,GRACE R. FILE #63-68-426 November 8,1967 SUMMARY I,the unrtersigned #63 Washington the real and personal opposite each item in FILE #63-68-426 1T8POHT OF INHERITANf,"E TAX t\PPRAISEH rtuly 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:03-26-68 11-08-67 INHERITANCE ~~ApPRAISER 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 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./f:) Dated:03-26-68 ~.e:R~~ REGISTFR OF WILLS ======:= 1,462.22._ ±"gg.51:= 1.462.22._1,462.22_ 1.462.2~_ 1;Zl9!57 - ___-=ES:2::'.TA'].'1L1NS~OL!o!.JVEI~~T=____ VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$*-------- INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) J oint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEA....l{VALUE OF ESTATE Valuation of life estates or annuities ...•••..$--~-- ESTATE TAX ASSESSMENTS $------ CO~WUTATION OF TAXFORUSEOFREGISTERONLY Tax on $.--!'5%$ Tax on $._@ ~ Tax on ~.__2~$ Tax on $•__11'1%$ Exemptions :== (::,) Total Estate TOTAL TAX Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death $-----ct>.~======~-- $------ *======:= (::')As eyidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. BALANCE OF INHERITANCE TAX DUE ~--------- Add interest at rate of R%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 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 (N Administration ~o. I~THE Year . ('; ~IATTER OF THE APPRAISEMENT OF THE ESTATE OF q!tAC,E:!l..PVNBAR . Deceased Late of County of WASHINO:'I'Q:N.. WASHINGTON... Commonwealth of Pennsylvania REPORT AND APPRAISAL I ",'. t Fonn RCC-2·..... DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS HARRISBURG,PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE March..:..Z6.,l.96.B....,- COUNTY ~a.:?.h.~.!1g!;g.~. FILE NO...~?::..~?::.4.?~. Whereas,Qr..9-.9.~g.!p.:w.1.p.g late of ~a.:l:)!.l.~.~.~.?~..." . in the County of W~.!3..h;!,D,gt9.:n Commonwealth of Pennsylvania.having died on the ?~.l:l day of ~.<:>y~~~~.~19??.seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; ~'(, Therefore,I,:.:W.•.R.C.ba.ne~,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: NONE PERSONALTY : As ner annraisement filed TRANSFERS: NONE JT.HELD: NONE ESTATE INSOLVENT Total 1,462 22 I------------------------------lf----ff-----t--: .......wAS.HIN.QTON..County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of GRACE...R•....DUNBAR . Deceased. Late of WA.SH:I:NG.TQN Date of Death,N.O'Y..~mb~r 8.,19.67.. Appraisemel!t Docket Vol.,37.. Page,7.9~.4 No 63~6.~~.9.. Filed in Register's Office,M~;rQb.?6 J9.9.~L Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appraisement,.. Appeal f1'om Appraisement,. Entered and charged,.. to '# ~ " ,;-.';;'RCC-10312-641 ,- COMMONWEAL TH OF PENNSYLVANIA DEPARtME~T OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION ,. IliH~RITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS COUNTY OF Washington 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 ofter date of death,unless an extension is granted by the Secretary of Revenue. son and authorized to settleMisc. being duly sworn accordliJi~:tO::~~9!l~~.(Exec.,Adm.,Legatee,etc.) XKthe estate of_*-_~~o..::::..~R~.-=:c==::::.._+-late of City of Washington,Washington County,Pa. (City,Borough,or Township) who died on _----l:Nll1oJ..lvl..le::Jm.ll.bu..t:e..Lr~8L",~1L...:92..16u..7L-----------(Dote) consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma~ket value of the assets and ...wrtt'~n.No.431 ofA967!O~~C_·__~D~A~V_I_D~L~.~D_UN~B_AR__~of 1011 Maple Ave.Ext.,Washington,Pa. (Nome)(Address) no Pennsylvania Transfer Inheritance Tax is due. (Title) Department Estimated Valuation Market CAUTION Value (Do not writ.einthisspace) $40.OO~ 35.00·, 20.00 10.00 30.00 8.00 20.00 125.00 50.0 495.00 6.75 22.89 862.64 TOTALS 1,462.22 (Signature) attached) ASSETS (Attach additional sheets if necessary) Description of Asset Refrigerator Stove Kitchen table &chairs Twin beds China and silver Couch and end tables Iron,toaster,mixer and sweeper Diamond ring J'elevision set 15 shares Washington Steel Corp.common stock -$33.00 per share Dividend check #712 issued by Washington Steel Corp.-July 17,1967 Check #6234483 issued by Medicare - December 8,1967 Type of Ass~.Real Estate,rs. Property,Jointly Held Prop.or Transfers Sworn and subscribed before me ~-----,,...:-_19 ~ MARGJl,RET BAllS,Notary Pubfic-I--L~~~[,d:M,,&:~-I!::::;£!!=!..~::::S::~=>SHI NGTON,Wfl SH1N(.;TON co..~A. REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointe<l 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 schedule at the values set forth opposite each item in the last column to the right. Personalty: Inheritance Tax Appro is rodate:e DEBTS AND DEDUCTIONS Amount Amount ApprovedNameafPayeeNatureofClaimClaimedbyRegister William Neal,Funeral Dit ector Burial expense $521.00 G.Schmidt,Funeral Direc tor Seaford,New York ""977.35 1,498.35. Dr.Melvin Silverblatt Medical expenses 50.00 Washington Hospital ""I "50.00 Utilities 25.72 Simon Whites Sons Lettering monument 17.50 Sherman H.Siegel,Esq.Filing fees and attorneyts fees 75.00 //~~TOTALS 1,716.57 REPORT OF THE REGISTER OF WILLS 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 last column to the right,which greater or lesser amount represents the snllowed a~~ded% Date of Approval:~/~~/~/~.~lIl...7 R',"M'.1 ."" •< t~"='•r 1)'/,...j '\'r [....~T··1 V •l)t'.':1 •._•• Cl ~-··-r 1..:'J ./:... ..". :..... ... i' Type of Asset Joint Property: Asset Estimated Market Value )-J.J-L ,,~~tal Savings Account No.S16l6 -First Federal Savings & Loan Assn.of Washington -names of Grace R.Dunbar or David L.Dunbar Savings Account No.11153 -First Federal Savings & Loan Assn.of Washington -names of Grace R.Dunbar or Jean Brooks If d!::J.._J"--LI~~"-/~(," Savings Account No.8132 -Mellon National Bank & Trust Co.(Washington Office)-names of Grace R. Dunbar or Mrs.Helen McMullen One-half taxable $l06.~ $568.8~ $523.97 ~. 1199.16 "" $599.58 ,:...._.~.,