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HomeMy WebLinkAboutOC1968-0482 - ESTATE OF CHARLTONRCC-39 (6-67) CdMMONW.~ALTH OF PENNSYLVANIA tRANSr-ER INHERITANCE TAX RESIDENT DECEDENT CHARLTON,MABEL I. FlEE #63~68-482 September 25,1967 SUMMARY I.the undersigned #63 Washington FILE #63-68-~82 the real and personal opposite each item in Dated:03-28-68 09-25-67 rlEPOHT OF INHERITANCE TAX APPRAISER 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 in Schedules "A","B","C"and "E". &£~e.~INHERITA TAX ApPRAISER 03-28-68Dated: 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. REGISTeR OF WILLS VALUE AS REPO~rED VALUE AS APPRAISED VALUE AS REAPPRAISED $k,,50Q&QO~_$_~,5QQ.OO.~~_*_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 i~,500.00­ , ;,6,'n8.,6? _--=1"'-J1,w..7,21~$.__ 11,500.00 '-- =;2,118.62 :~ 1,721.38._ ======:~ Valuation of life estates or annuities •••.•..•*----- ESTATE TAX ASSESSMENTS TOTAL TAX BALANCE PAID ~-------- '\;-------*-------$ $-------- $--~---- As ev.idenced by Charitable Exemption Certificates issued by the Secretary of Revenue. COMPUTATION OF TAX $=====1= $-----tf>'~=======,----'-$-~---- *------d>~l _ TOTAL TAX Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death BALANCE OF INHERITANCE TAX DUE Add interes tat rate of 6%from to AMOUNT OF ESTATE TAX ASSESSED Es tate tax paid BALANCE DUE Add interest at rate of 6%from to FOR USE OF REGISTER ONLY T ax on $0 __!')~10 ~_ Tax on $-;0.%...~_ Tax on $1,721.38 :===~$~3~4~.4~3~__ T ax on $.__lPi%$~ Exemptions :=(::,) Total Es tate _ FOR USE QF REGISTER QNhY ADJUSTMENTS NQTE: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 l N Administration ~o. ~THE Year . ~IATTER OF THE APPRAISEMENT OF THE ESTATE OF .MABELl•..CHAIWEON. Deceased Late of County of ...GM~o.l .... WASHINGTON....... Commonwealth of Pennsylvania REPORT AND APPRAISAL ." '.\ ~ .. Fonn'RCC-2'· DEPAlt'TMENT OF REVENUE BtJRt:AU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT •DATE M~5;.h ?$."4:~.9.JL COUNTY W.g,.~.h.IDgt.9..P, FILE NO..??::::.§.?:4.?.~. Whereas,~~.~.~~~.~QP.:~~.~~~late of GJ@.j;l~r.9.~. in the County of w.~.~h.~P.-.gj;..9.A Commonwealth of Pennsylvania,having died on the ?.5.~p.day of Se.p.t.em.be.r 19..6.7 ,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 AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurposes $ REALTY: As per appraisement filed 4,500 00 PERSONALTY: NONE NONE --TRANSFERS: NONE NONE JT.HElD: NONE ."NO~ .,., . Total 4,500 00 fonn~;v~~~hb::::~b~W<>rll:Z~-J-~~~'~a~o~~~by":e~~~,at~e;~;;~l~??- y''''AppraIser ~~;;z~~~').~:;;:: "-----..-------------------- ·WA:?.HJ.NGTO.N..::COU1ft'j RESIDENT INHERITANCE TAX APPRAISEMENT Estate of .................MA.l3.E.L ;J;.~G.HARLTQN . Deceased. Late of .......G.I:IJ\R.J.iB.~O'l . Date of Death,S.~.pt.~mber 25.".l96.7 . Appraisemel!t Docket Vol.,.3.7.. Page,$4~;i No 63::~68'""482 . Filed in Register's Office,Mar..ch...28.,...1968.. Amount of tax due,$. DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote abo,ut Appra-isement,. Appeal f,.om Appraisement,. Entered and charged, , • ,.....1"'"----~---~.~- FOiln No,RCC-62 (12-66)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10.000,UNDER SECTION 701 OF ACT OF JUNE 18.1981,/ EFFECTIVE JANUARY 1.1982.(FILE'IN DlJPUCATE WITH COpy OF WILL ATTACHED) OFFICE OF THE REGISTER OF WILLS County of ..WN?fi.J;~<;tf.q~. /--..~AJ;J?A.9.·..l?~..q~''"of .5.99..~~:v:~~}i.q.$.~u ..9P.B;:r;'~.~:r;'9A",'fa;L . (Name)(Addresa) being duly l?_W_9..:rn .according to law,deposes and says that he is the __1I.tk9_:r.m§.J1t_,g~JJgD-t-§],'_ .(Exec"Adm.,Legalee,EIC.) of the estate of MA'eEL 1...!I.QHA1Ulr-Q,N whose last residence was5QQ S~_Y~J1t1:LS_t_._ (No.)(Slreel) __QD_?:.~J~£_2~~g£Q_~gb .deceased,and that the whole of the estate of said decedent,who died _?.~_2~_!g_5..~~9_97 (City,Borough 'or Township)(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRAN<i:ES UPON EACH PARCEL AT DEATH OF DECEDENT,I WHERE PROPERTY HELD AS JOINT TENANT OR TENANCY BY ENTIRETIES,GIVE NAMES.ADDRESSES AND RELATIONSHIP OF OTHER OWNERS.. Real Estate Estimated Value of round'situate in the I in and BEGINNING at a oint at the Northwest intersection of Lincoln Avenue and Seventh Street;thence in a Westerly dir- ection alon the line of Seventh Street a distance of Twent - five 25 feet to a point;thence in a Northerly direction, arallel with said Lincoln Avenue a distance of Ei ht -five (85)feet,more or less,to a point on the dividing line w n Lo 0 and Lot No "thence in an Easterl direction along said dividing line of Lots Nos.55 and 57 to s ance of Twent -five 2 feet" thence in a Southerly direction along said Lincoln Avenue a t more or less to the lace of beginning.rame house. BEING the same and for Washington County,Pennsylvania,on olume 860 a e 61 • wife,as joint tenants with right Februar 2 1 and recorded in the Recorder's Office in W.Wentzell,Sr.et ux.• R~RJtDlml'tx Charlton his wife and Wilbur L.his The said GEORGE R.CHARLTON died July 9,1957,survived s w e,•, half (~)interest in the above premises ':as surviving tenant by the ent re es. 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. c-_·-.'-~-~ ,Jointly Held Property.-",- Estimated Value ~---:----------------~--:-------------------,-------:-+------~".,.~ None:~. \1. Transfers within TWO YEARS Prior to Death .. None '''- ro' t t,I 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 IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX None THIS SAFE DEPOSIT BOX RENTED :,IN NAME OR NAMES OF BENEFICIARIES RELATIONSHIP OF JOINT HOLDERS TO DECEDENT" R1LATIONSHIP AGE OF LIFE , BENEFICIARIES AND ADDRESSE,S (I step-children or SURVIVED TENANTS OR IN!J'EREST OF'DECEDENT(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.)DECEDEN.T ~. MAIDA C..BLUM -~Dautrhter ,Yes -'0-0'. .,-80n'-1n-l'aw .WILBUR BLUM Yes ,I.-0-, 500 Seventh Street ,-, Charleroi,Pa. - '. , ,~ r RESIDENT DECEDENT DEBTS AND DEDtJCTIONS CLAIMED NOTE'.List first five items in the spaces so provided,observe notations thereon,and instructions .--~-_~----=-"'~._D_E_B_T_O"-R_C_L_A_I_M -_---.-N_A_T_U"-R_E-'---O_F---'S:..,.A_M_E --._-e:A.::..:M:..::....::..0...:cU..::..N-e:Tr----IDTHIS COLUMN ltEGISTER ONLY Harold L.;Schrock Funeral expenses paid $1,377 ~0 $ Maida C.Blum Family exemption (will not be allowed unless decedent died residing with a spouse or children.)1 000 00 Russell Marino.Reg. AUQ:us't L.Sismondo Administration Expenses * Counsel fees * -:<flA hn Innl Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below Reginald A.Hancock,M.D. David L.Rosencrans,M.D. Paul M.Rike,M.D. Magee Womens Hospital Betty J.Sweeneg H.S. Hospital N.P.fees 50 00 200 00 36 ;00 48 42 "4 00 Total 2 ~778 6~ ...5.99 ..~~Y.~~~h.~t;.!. (Street Number) .....9.q~.:r;'~~r ~~,~~.!. (City or Town and State) ~~~.(!.~In~t(Executor-Administrator)Da ughter 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. Having been d~orn according to law,)d~r~by certify that the above appraisement is made in conformity with law on this .............c:>.?~.~dayOf ..~/.H:~L ?./:P/196E ~-v-=41/.c;~u~2<-e ....~...4 ..4..r ••/~~:)i Ap~/· In the event that any future interest in this estate is transfelTed in possession 01'enjoyment to ral 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 T iE-:REo1sTER ~WI'LL I,the undersigned duly elected Register of Wills in and fo .,.~q-.......................County,Pennsylvania,do respectfully report~~:)allowed debts and deductions in the am nts claimed by deponent,ept as to those items where a greater or lesser amount :::d~~/i~:;;/;;E;~~~~:~.above,which greater or I~s~e.~:;;;;i~~..... /'.Register of Wills ... ..' , x}l, , \ 10.' , ., -, Fonn No.RCC-62 (12-66) WillAdministration INo Year . IN THE ,. MATTER OF THE APPRAISEMENT OF THE ESTATE OF .•~.~~.;1:.~.9.~~:(.J;'~~. Deceased Late of •.9p.C!:r~.~:r~.:l;.~.~~~.~gl:l . County of ...Vf9-~.:q.tngton... 'f Commonwealth of Pennsylvania tj ,J' ;"t , f"rJ~_ REPORT .AND APPRAISALv)",;.,,;; ""-j'-'>-.N:i1'7'J I .::0:::A ...._...,..:o~~,r--.._.l:>...~~:-t>;:::::;;;.:::::1--;-r-C§f '-'>I';;t::::J.. 1\J-4. ',-" .~ ~. .; 1 Pa. JlESIDENT DECEDENTS 63-68-482FileNo,~._ COMMONWEALTH OF PENNSYLVANIA Office REGISTER OF WILLS,\1ASHn~OTON, lfaida C.'llu.m,ItfFOJUfANTReceivedfrom _ OFFICIAL RECEIPT Transfer Inheritance and Estate Tax Form RCC-4-RI-3-66 No.948687 Date,_-=A.::.,j..p;=r:...:::i=1:.-.::::S 19 66 t:(~&1 .Ir;;GTON-------------,County,ss: :~1itli6ijAamffil~iPdt'g'crr:G~di&}of the estate O1..f ~::..:.iA:.:..:.r~)lc::.:T~.,'____'Il!:...!...---:lC<:.J!uiAu..:.I....U'.....-.....r....O...N.,:.!_ • 1 2S 67 THIH'.''','-POUR ane!43/100 _...- -......-who died :)B!,tenl 'er.19_,the sum OL.f-,----'-.....Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax Real Estate Date 3-28-68 Valuation $4,500.00 $,------ Total $4.500.00,-_.....::.-._--- Personal Property Date Valuation 37-84·-1 $,------- $4,500.00 2,778.62$-----O;~l;'X'II,....--;;,..".--1,721.38 $ MOORE BUSINESS FORMS,INC..ELMIRA,N.Y. Y Register of Wills Total $_ *As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue under Act of May 28,1956,P.L.1757,effective June I,1957,as amended by Act No.381,approved July II,1957,and Act No.207,1961,Section 302.jJ::.:dj2 ~'«/'-~.<1J) $------- $,------ Total Total Gross Assets Less Debts and Expenses of Administration Clear Value of Estate Valuation of Life Estates or Annuities Date,19__$_ ________19__!;:$============ Estate Tax Assessments Date 19__$_ ________19__!;:$============ NOTE:This Triplicate Receipt to be retained by the Jlegister of Wills cmd tiled in numericalsequenceforauditpurposes. NOTE:In accepting the transfer inheritance tax on future estates prior to the death of the liIe tenant or tenant for years,as evidenced by this receipt,it is understood that the Com-monwealth shall not be precluded or prevented from hereafter assessing additional inheritance tax at the death of the liIe tenant or tenant for years whenever it appears that such additional lax may be legally due and collectible for any reason whatsoever. FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT Docket 31 Page i4--Une-l.r.--- Estate of UfLl!EL I",CHARL'l'Oif omCE OF REGISTER OF WILLS 1.1AsMUOTON ,Po. Date April 5,19~ SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9.1929.P.L.343 AS AMENDED BY ACT MAY 15.1945.P.L.528 nUSSGEL I.!Ann:o Register of Wills 1201 (g).Act of April 9.1929.P.L.343.as amended. viz:-"To receive from Registers of Wills all duplicate re-ceipts for taxes paid to them by executors or adminis-trators and to'charge the Registers receiving the moneywiththeamountreceiptedfor.The original of each suchreceiptshallbesignedandsealedbytheRegisterofWillsandtransmittedtotheexecutororadministrator.whereupon it shall be a proper voucher in the settlementoftheestate.In no event shall the executor or adminis-trator be entitled to a credit in his account by theRegisterunlessthereceiptissosignedandsealedbytheRegisterofWiJls," Fill in below name and address of person to whom tux receipt is delivered: I I To ..~:'r ..\l;CU~T L.SIS~:O!~t) .4~.1.-:.._r;'~l'"l~'Wj"'TFi 7\.........._......~4 ,_«."",*"'1 77 L t!rlt\p.,.RRM~_~ThlSYI.1TANIA----.l1i3ffi.-u _.7'·-"'---.---I Form RCC-4-Rl-3-66 ~g COMMONWEALTH OF PENNSYLVANIA IlESIDENT DECEDENTS 948662 OFFICIAL RECEIPT No.Transfer Inheritance and Estate Tax File No 63..65-482 April 5 19 68Date Office REGISTER OF WILLS.tlASHINOTOl.t ..Pa.t1ASHINCTOli'l·laid"C.Bluc,Paying on Ind.Liebl'County,ss:Received from ~~_oftheestateof HABEL I.ClIARL'i'ON who died Soptember 25 67 THIRTY-FOUR and 43/100 ............,.........Dollars,19__,the sum of being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax Heal Estate Tax on $5%$Date Valuation V$Tax on $10%$On Account 34.43 $Tax on $2%$ Total $Tax on $15%$ Personal Property v Exemptions *$ Date Valuation /$Total Estate $ $~\Total Tax $ Total l.i Less Tax Previously Paid (if any)$ Total Gross Assets ~Balance $ Less Debts and Expenses of Less five per centum of taxif paid Administration $within 3 months after date of death $ Clear Value-of Estate $I11COHPLETE Amount of Estate Tax Assessedunder Valuation of Life Estates or Annuities the Act of May 7,1927.$ Date 19__$Add interest at the rate of 'Yd19__$fromEstateTaxAssessmentsto $Date 19__$34.43Total$19__$*As evidenced by Charitable Exemption Certificates issued by the Secretary of NOTE:In accepting the transfer inheritance tax on future estates prior to the death of Revenue under Act of May 28,1956,P.L.1757,effective June 1,1957,as amendedthelifetenantortenantforyears,as evidenced by this receipt,it is understood that the Com-by Act No.381,approved July ll,1957,and Act No.207,1961,Section 302.monwealth shall not be precluded or prevented from hereafter assessing additional inheritancetaxatthedeathoftheliletenantortenantforyearswheneveritappearsthatsuchadditional .:)EALtaxmaybelegallydueandcollectibleforanyreasonwhatsoever. iJOOD~[LD©£iJ[E 31.84-1 tf.:?/,._....--f ~t:.~'~-"~t.;:::;-,z~/(;C:-t.""h..?t:-tP NOTE:This Triplicate Receipt to be retained by the Register of Wills and filed in numerical Register of Wills sequence for audit purposes.MOORE BUSINESS FORMS,INC.,ELMIRA,N.Y. FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT Docket 31 Page 84 Jjne_1 _ l!ADEL I ~CHAUt?ONEstateo.Lf _ omCE OF REGISTER OF WILLS tlASHDICTOll , ----------_-.l:Pa. Date April 5,19~ SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9.1929.P.L.343 AS AMENDED BY ACT MAY 15.1945.P.L.528 RUSSIIIJ,ttJ\RD."'O Register of Wills 1201 (g).Act of April 9.1929.P.L.343.ers crmended. viz:-"To receive from Registers of Wills erlI duplicate re-ceipts for taxes paid to them by executors or erdminis-trators crnd to'charge the Registers receiving the moneywiththecrmOUDtreceiptedfor.The original of each suchreceiptshallbesignedcrndsealedbytheRegisterofWillscrndtransmittedtotheexecutororadministrator.:Nh:~~~~~~~al~ob:v~ltr~~:rlvili~c~;~;~t~eo;e~~=~:~ trator be entitled to a credit in his account by theRegisterunlessthereceiptissosignedandsealedbytheRegisterofWills," Fill in below name and erddress of person to mOlD tax receipt is delivered:' I To ATTY.AUGUST L..SIS)fCnmO FOURT~i f1 FALLCWIELD AVElroE , L CHARLEROI.t'ENNSYLYJ.INIA 15022 --'