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Home My WebLink AboutOC1968-0478 - ESTATE OF LYONSFonn RCC-2'· DEPARTMENT OF REVENUE BUREAU..OF COUNTY COLLECTIONS HARRISBURG.PENNA.J7JZ7 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT •• DATE :r{~.~h 4.6 ,..l9.6.8 . COUNTY w.~~h~g~Q~L . FILE NO...§.?~.~.?:.4.7.?.. Whereas,R.9.§.~LyQP..~late of .Hous.t.on . in the County of We.~h.~i9.n Commonwealth of Pennsylvania,having died on the ..5 t.h day of .Q.c.to.be.r.19 6.6.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,W.~R~Chane.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 aU 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. Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purpoles $ REABTY: NONE NnNii PERSONALTY : As TlAl"..~~_ft';f'i 1 An 1 .1 O~70 -- TRANSFERS: NONE NONli JT.HELD: NONE NON!: Total 1,193 79 ESTATE INSOLVENT fonn~;':fhbl::~:~:'W~~J~o~~:~:;o~~~~~~~::~~;;;;~~~n.~? ~Appraiser/~"77J~r"~~···(N\;;;:;b~~..·~d···St~~~·t·)"·················,..··· """,.. ,/£.."""""""""""""""""''''''''''''''''''''''''''''''''''''''''''''''''''''''''''''"",...",".."",Penna.IPoet OfIIc.) ....__WAS.H.INGTON :.....County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ROSA LYONS Deceased. Late of ......~O'lJ.$'J:QN.. Date of Death,'Oc.tob.er -5·,·~.96g . Appraisemel!t Docket Vol.,.?.7.. Page,8k~.9 No 63.~.6.8.~4.7.8 . Filed in Register's Ofjice,..N?!r..Gp.4.6.,19 ..6.8. Amount of tax due,$.. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo.ut Appra.isement,.. Appeal f,.om Appraisement,.. Entered and charged,.. J, ~ .... .. 'i1 1 R C C-'03 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION INHERITANCE 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 after dote of death,unless an extension is granted by the Secretary of Revenue. no Pennsylvania Transfer Inheritance Tax is due. of the estate of__~I1~o~s~a~I~Jy~o~n~s~---------------lateof Misc. being duly sworn according to law,deposes and says thatSie is the ---.f1.a~~r..e.r....---:------~'-J----".~.J.:::'--~'w7l./} deceased,and that the whole of the estafe of s9id decedent,who died on -U.c.I:..o.;n.e~.,;>....,....,--.l..:!;itlO..-=---=-------___2,£----_(Date) consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma'rket value Will Ad 110.1 19 I Lenora M.Lyons f L Amn.1"l0.______,--;::;--.---_=--O¥ons (Name) Sworn and subscribed before me the~day of Feb.19---61L Type of Asset: Real Estate,Pers. Property,Jointly Held Prop.or Transfers ASSETS (Attach additional sheets if necessary) Description of Asset Estimated Market Value Department Valuation CAUTION(Do not writ.e in this space) 1193.79 Pers.Prope ty fI n Savings account 'in Western Pennsylvania National Bank,Houston Office Checking account in Western Pennsylvani~ National Bank,Houston Office These assets were in the joint names of the decedent and Lenora M.Lyons with 962.19 231.60 the right of survivorship TOTALS 1193.79 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointed 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. Inheritance Tax Appraiserotda e : DEBTS AND DEDUCTIONS Amount Amount Approved Name of Payee Nature of Claim Claimed by Register William E.Speakman Funeral 1334.27 Funeral Home Sears Monument Co.Marker 731.30 Drs.&!fman and Services 40.00 Hadlock TOTALS 2105 .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 representsi2.m allowed as a deduction. DateofAPproval:~c2-<.eLs?!f#t:fY .~~~;Reaish..of Wills Will )Administration No.Year IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF Rn~A T,YnN~ Deceased Late of Houston County of Washington Commonwealth of Pennsylvania REPORT AND APPRAISAL .,... R CC-39 (6-67) COMMONWEALTH OF PENNSYLVANIA"TRANSFER INHERITANCE TAX RESIDENT DECEDENT LyeN8,ROSA FILE #63-68-478 October 5,1966 SUMMARY 10-05-66 I,the unrlersigned #63 Washington 03-26-68 rtEPorrl'OF INHEfUTANCE TAX APPf1.AISER 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 jn Schedules "A","B",nCR and "E". ~~. FILE #63-68-478 the real and personal opposite each item in Da ted: 03-26-68Dated: REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for WashjngtoD 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. REGISTtR OF WILLS VALUE AS REPORTED VALUE AS .APPRAISEDVALUE AS REAPPRAISED 5;$*_ 1.193.12._1.193.79 ._ INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) J oint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLE~~VALUE OF ESTATE 1,193.79._ 2,105.57 :__ 1,193.79 ._~ 2.,105.57 :=======:= Valuation of life estates or annuities ...•.••.$------ ESTATE TAX ASSESSMENTS ~------ COMPUTATION OF TAX (::,)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. *=====:= $-----'";======~----'-'1'--- TOTAL TAX Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death FOR USE OF REGISTER ONLY Tax on *_________!')~1a *_ T ax on $10""!P.Tax on ~--------:~%------ T ax on $.__lR%~~ Exemptions :=(::') Total Estate __ 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%fromto ~_ TOTAL TAX BALANCE *_ PAID $ FOR USE OF REGISTER ONLY ADJUSTMENTS NOTE:Where subsef]uent 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 ~IATTER OF THE APPRAISEMENT OF THE EST.\TE OF ~ Late of . .ROSA.LYONS. HOUSTON . Deceased County of .....WASHINGTON Commonwealth of Pennsylvania REPORT AND APPRAISAL i. ~_.......-{;....~.:.:--......-' ... ..