HomeMy WebLinkAboutOC1968-0498 - ESTATE OF BARNHILL.-----
.
OFFICE OF THE REGISTER OF WILLS
i'd__~f1,rhm2_~_'_~.(Date)
------------------"'=""---------
___~_~9_!!~~E~E~L ~.deceased,and that the whole of the estate of said dece ent,who
(City.Borough or TownshIp)
consisted of:
County of W:~$fl.I;r~J9.W~.
....:,rN-~~..~?~I?~~~9~.1?M~,,?:q+of :?~.~.~l:+~.~q~..~y~.~,.ftQ~.~t9A"
(Name)(Addreu)
Fonn 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 DUPUCATE WITH COPY OF WILL ATTACHED).,
REAL PROPERTY
REAL PROPEltTY 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 Estimated
All that certain lot of ground situate in the Township Value.
of Chartiers,County of washin1ton,and state of Pennsylvania,
beinq Lot No.19 in a plan of ots laid out bv M.Miller Potts I
et ux.,et al.,and called "White Lawn Farms II ,recorded in the
Recorder's Office of said County in Plan Book No.5 paqes 196
and 197 and bounded and described in Deed from James Frederick
Barnhill.Executor of the Last Will and Testament of Alice Maude
Barnhill,to James H.Barton and Mary Barton,his wife;dated
June .1968.and recorded on June ~I 1968 as Paper No.
?J 7t;J;,.~thereon a dwellinq k/a 355 Grace Ave •.CanonsburqHrluinrr .Pa•.
This property was appraised for $9,000.00 by Chartiers Savings
and Loan Association,in connection with above transfer.$9,000.00 ~...~
:personal Properly
NONE
)
I
-~.'.'\.I
---\
NOTE:You may expedite the processing of this return by filing with it,and as a part of the return,
letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the
decedent as of the date of death.Such letters must be signed by a responsible officer of the financial
institution or mortgage holder and indicate clearly amounts of principal and interest in the decedent's
account at the date of death and the type of account,account number and the exact name or names in
which the account is registered.
Jointly Held Property Estimated
Value +-.
~-..
0 ".NONE ".
-
.\\.
..
\.
Transfers within TWO YEARS Prior to Death
NONE
\,
\0
\,.\.
I
\
\
,\.\.\\\.
\\..
-
That a1 the time of death there was no safe deposit box registered ih decedent'$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:-
o \...\
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
NONE
-
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 otherwis.e,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE
forth this fact.)DECEDENT
James Frederick Barnhill
323 Allison Avenue
Houston,Pa.son Yes -----one-half
-
.Mary Alice Barton
355 Grace Avenue
Canonsburg,Pa.daug-hter II -----one-half
/
~DENT DECEDENT •._.DEBTS AND DEDUCTIONS CLAIMED
,:NOTE:List first five items in the spaces so provided,observe notations thereon,'and instructions.
stewart F.Barnhill Funeral expenses paid
Mary Barton.dauGhter of
decedent
Russel-l Marino
Georqef J.Modrak
Familyexemption (will not be allowed unless
decedent died residing with a spouse or children.)
Administration Expenses *Probate $18.00TaxReturn$3.00
Counsel fees *Adjusted fee·for Pro-bate,Returns &Sale of R.E.
1.000.00
21.00
210.00
Fiduciary commission *
OTHER DEBTS AND CLAIMS
(*)See Note below
John D.Woodward
Chartiers S.&L.Assn.
Mary Cavasina,M.D.
DeAngelo Mortuary
Transfer Stamps
Bal.of Mtge.
Medical services
ambulance service
45.00
471.67
15.00
15.00
Total 1$2.547.67
..~q,!-;g,:t;.9nl..~?l.'!-
(City or Town and State)
..~.~;3..l?-J.).;i,$Rn .l\v~P.\l~.
(Street Nurn,ber)
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."S~bscribedandsworntobeforemethis ....r;:.&~.....~..~.~I"-.~:fl!?~.u (Ex~t~
........................day of ~\ln~,199.$....~,;,~~;.'#,/!!!6!/(.
Canonsburg,Washington Coo,Pa.
My Commission Expires May 14,1972
Having been duly?'~cc~ing to law,I ~~rtifY that the above appraisement is m~e in conformity with law on this
................~.~dayof <~~V ~~:::/)~
...........,..,..L.L-C/."b··........~-6<"..A ..~...,.....=--::;praiser
In the event that any future interest in this estate is transfel'l'ed in possession 01'enjoym~c ateral heirs of the decedent after the
expiration of any estate for life 01'for years,the Commonwealth hereby expressly reserves the ng t to appraise and assess transferinheri-
tance taxes at the lawful collateral rate on any such future interest.
REPORT OF T~FjGISTERJW WILLS
I,the undersigned duly elected Register of Wills inand~~~~..,.7.'.....".County,Pennsylvania,do respectfully
report that I have allowed debts and deductions in the amounts claimed by deponent,~ept as to those items where a greater or lesser amount
:::d~o~t~.~.7
h-:e,Gl?,f4t=:-cf;0?:"lumn to the right in said schedule above,which greater or j"'sser a ..,.~~~~~s~~,t~.t~,e.~~~...
...,/:;:-/~c;/,.,......Register of Wills
/~.~
4 ''.
I .
~.)
Fonn No.RCC-62 (12-66)
WillAdministration lNo Year .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
ALICE M.BARNHILL
Deceased
Late of .~h~~.t:~~?'-:~.:.r:C?~.~J:~R .
.County of ...W:~l?l1ington.....................
,Copunonwealth of Pennsylvania
REPORT AND APPRAISAL
::-->("r --.,("l,:.~.~r:
.2 -"---..
-.....1"--~~i r-----~I........-.-''..,.,~.:._1 ~Ii,r-':.r-r-..
W O f\)'-"
W
(oJ
GEORGE J.MODRAK
ATTORNEY AT LAW
22 NORTH CENTRAL AVENUE
CANONSBURG,PA.
("
~
~
\
)
\
(
:FOR:lI No.ll~-S WILL
I
'<.':":'....:......,.'_'"'n .••·c.·'....;".~,....r .....:-.
j I,ALICE'M.BARNHILL,
Ii
;of Chartiers Township
I!and State of!-•
Pennsylvania
,County of Washington
being 01 sound mind and memory,do hereby make,
I
:publish and declare this to be my Last Will and Testament,in manner and form foTlowing,hereby
I
;revoking any will or willi heretofore made by me..
.Pirst.1 direct that.an my just debts and funeral expiJns_es be fully paid and satisfied,as soon
:as conveniently may be,after my decease.
-Second.I give and bequeath all of my estate real,personal arid
:mixed to my two (2)beloved children James Frederick Barnhill and
;
.1'Mary Alice BUrton,share and share alike.
.
Third.Inasmuch as I have otherwise provided for my beloved son
:,....
.Thomas Barnhill I make no provision for him in this Will.
/;/'L····'·,.
.:..---....-
I
\1
'''r-'>¥,,,:,.,,'.,,!_'.'¥.;..,~;.t.,':"J.,-,.'~"''''_"-''~';......'1".:<,.;,.,,;'~""'I ..;.:.:~;,t,,¥'...,.~..;:-.~~..,.,\.-,......~.•.;:."'!>~:.',.~..\: •';-....'g~'~'\>..~'I-.;-.':\\.":~"~~'",,'T~-'
l.do hereby make,constitute and appcnnt James Frederick Barnhill
t~be my execubr 01 this my Last Will and Testament,and George J.Modrak as
Attorney of my Estate.
in the year 01 OUT Lord one thousand nine hundred and fifty-seven
the Testat rix
/g~
AA'·-I.~]JJj~'JdflAM~~.~ce n •.u~rnuTJ....L ~,
Alice M.Barnhill]n Witness Wbcreof,I
above named,have hereunto subscribed my name and affixed my seal,the
(1957).~--day 01
ft'br}(,d Signed,sealed,published and declared by the above named
Alice M.Barnhill ,as and f01"her Last Will and Testament
in the presence of us,who have hereunto s1cbsC'ribed our names at her request as witnesses
thereunto,in the presence 01 said testat rix .&."and o~,eachott
___.,tl-j':..~..7J.li£Ml~_.
.J~JJ.-/~~~.------;----:'--------------------------&1..)..---0::------------------------------------..
,.
II
,...,,I d,,.:Il<
O'i ,Cl)CU ~,........
"'"'l .~OJ ·n .<i
~::J r::~.Il<.Cl)~r::cu
~%P¥*:~Hi ,~t'tl ~OJ >Ul
H:,..$4 ell >.-l <:
~;·.t..:£!5~H:N "OH~~C'$...:I:!~o til ",~+~Zi A+J.-lr::....
p.::!,cu ell r::...~,;<:0 •$4 Q)...<l>~-~0 ~~+JP-I .a~.,
(j "."<0 OJ r:::0,.....OJ r::Q)...':....."~~...·bO $4 U bO Il<
~-::.'~$4 0 $4 "~'ti ~·o +J ..c:::J :::,
tJ,c:u ...,·Q)+J+J..a ;q
~·H ~0<r:$4t1l ~
H Cl),.0 r::d
~~,.:l
<C:,Z 0~l--0,~0 r::C),Q Ned '"~Q;)dCl)~
I
NU,~~Z
·0 ~~0l--~~p.;~~0..
~
BARNHILL,
../'-
"lev;;'?9 (6 -64 )
r>0.VMONWEA.LTH OF PFNN~YLVANI.\.
TRAN~FEH INHl~RITANCE TAX
R:~S IDENT DECEDENT
ALICE M.a/k/a BAffi~HILL,
FILE #63-68-498
January 23,1968
~SUMMARY
ALICE MAUDE
I~the unrlersigned
#.63 Washington
FILE #63-68-498
"C/Jl.nd "E"./O~
AX ApPRAISE
TtEPOHT OF INHERI1'ANCF.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","8",
01-23-68
07-15-68
the real and personal
opposite each item in
Dated:
~:f?Lz~•REGISTER OF WILLS
07-15-68Dated:
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 bJ'deponent,~xcept 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.
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$9.000.00._$_9TOOO.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)
CLEA...J:t VALUE OF ESTATE
9,000.00
2"Sl.7.67;;;:=
6,452.31_.__
==;::2~J~5~47~.=67!=:=
6,452.33
======:=
Valuation of life estates or
annuities .....•..*-----
ESTATE TAX ASSESS~ffiNTS ~------
_~2~EIl.L:.:.=14::!:·_.PD.IN FUlJ.,June 27,1968
TOTAL TAX BALANCE
PAID
(:::)As evidenced by Charitable Exemption
Certificates issued by the Secretary
of Revenue.
*======:=~--------
$-------
$-------
$-------
$-------$
COMPUTATION OF TAX
*------<!>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
Tax on $._-5%*Tax on $10%~
Tax on $6,452.33 $._-
Tax on $.__15%$
Exemptions :=(:::)
Total Estate
FOR USE OF REGISTER ONLY ADJUSTMENTS
NOTE:Where subse~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 IN
Administration ~o.
I~THE
.....Year .
~IATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
AL ICE M013AR.N.liI.I:J.~/~/~..
Deceased
Late of .....CfIJ\g'l:'~J'wr~..
County of WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
---~._........~'-~---~
1
(I t
~
Fonn'RCC-2·
-COMMONWEALTH OF PENNSYLVANIA DATE .....................,,~y....+.5...,......+..9..~?........~E'PARTMENT OF REVENUE -.
..............
.'
..RESIDENT INHERITANCE TA~Washington./COUNTYJ!UREAU OF COUNTY COLLECTIONS ..................................................................................,............
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO............................~?:::~.?::!±9..?......_.....................
I Whereas,................................Alice...M~...Bar.nhill....ajkj~.....................................late of ..........................9.;tl?;r..~.~~.~~....~.~....................................
in the County of ...................................W'-\$.h.i.ugtQJl.............................................................Commonwealth of Pennsylvania,having died on
i the .......................?3.....r.:<:i.......................................................day of ...................,,~:Y:~.r.y ..................................19...9..?..,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.
I Unit AppraisementDescriptionofAssetValuesMadeforInheritance
I Tax Purpoles
$I
REALTY:
As per appraisement filed 9,000 00
PERSOllJALTY:
NONE NONE
TRANSFERS:
NONE NONE
I
JT.HELD:
NONE NONE
.
'total 9,000 00
I,fOrm~~V;::~hb~~':1:h~W~~~j!:~Z:~:;o~e~~;~~~~i~~~~~~~a~e 1~,~".""""."c."".•.;;/..0/.:i".....""."....~~2,(,...""".~"~"""...d;t;..~
.APP.or
-";:z.····:··········7r ;;O,.;;ii:::......................................................
.....:~~~>'lf,..a""";.k"d:.~""...~.""".".."..".,.,."..".".,,.................,,'Penna..(ron'OftIo,)
".
iI
...................WASH.:rNQ'l.'ON ........................County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
ALICEM:....13.AI~l.iJ.l:I:r.~~/k/a .
Deceased.
Late of
CHARTIERS TWP •........-.
Date of Death,J~:u.~r.y..~3.J 196.8 .
Appraisemellt Docket Vol.,.3.7 .
Page,~q4.':4.No §?::1?~4.9$.
Filed in Register's OfJice,July 15.,..19..68..
Amount of tax due,$-
DEPARTMENT OF REVENUE
Received,
Exa.mined and Approved,.
Wrote abo.ut Appraisement,.
Appeal f"om Appraisement,.
Entered and charged,.
"---.....
lIt
Form RCC-4-RI-3-66
No.948961
COMMONWEALTH OF PENNSYLVANIA
OFFICIAL RECEIPT
Transfer Inheritance and Estate Tax
RESIDENT DECEDENTS
File No.63...68-498
14/100 - -Dollars,and
Date,--=J~u=n=G......;2=-7:.....-1~~
Office REGISTER OF WIUS.,_....::l1~A~S~}I:!!:I~~:fG=.;T::..::O~N:.!....-----_----tPa.
WASHINGTON----------County.ss:Received from_lI!J-tlauIDUlCu.as:.-..lF:..,..L-B1.U:.!Aurn.:J.lJh!.J..Li..ll...11i.-~----------------
(Executorr~~)of the estate oLf .:::::A=L=IC=:.:E=--.::I::.:..;I.:......=B:..::A:..::R::.tm=I=L=L~--------------
who died January 23.1~8,the sum of TlmJm lroNDnED EIGIflY-SEVEN
being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows:
Date Valuation
Appraisements Made and Filed
Total $3=-'0..:..·....:.7.....:•.....:1:..f>_._
*As evidenced by Charitable Exemption Certificates issued by the Secretary of
Revenue under Act of May 28,1956,P.L.1757,effective June 1,1957,as amended
by Act No.381,approved July II,1957,and Act No.207,1961,Section 302.
Computation of Tax
Tax on $5%$
Tax on $10%$
Tax on $On Account 65$U%$~7.14
Tax on $15%$
Exemptions *$
Total Estate $
Total Tax $
Less Tax Previously Paid (if any)$
Balance $
Less five per centum of tax ifpaid
within 3 months after date of death $
Amount of Estate Tax Assessedunder
the Act of May 7,1927.$
Add interest at the rate of %'
from
to $
31-104-4
$-------
$I!\COt1P1,BTB
$,-------
$
Valuation
$------
$,------
Total $,-------
$,------
$,------
Total
Total Gross Assets
Less Debts and Expenses of
Administration
Clear Value'of Estate
Valuation of Life Estates or Annuities
Date,19__$-------
________19__~$======
Estate Tax Assessments
Date,19__$------_
________19__~$======
NOTE:In accepting the transfer inheritance tax on future estates prior to the death ofthelifetenantortenantforyears,as evidenced by this receipt,it is understood that the Com-monwealth sha!!not be precluded or prevented from hereafter assessing additional inheritance
tax at the death of the lile tenant or tenant for years whenever it appears that such additionaltaxmaybelegallydueandcollectibleforanyreasonwhatsoever.
Real Estate
Personal Property
Date
NOTE:This triplicate Receipt to be retained by the Register of Wills and filed in numericalsequenceforauditpurposes.MOORE BUSINESS FORMS,INC..ELMIRA,N.Y.
FORM RCC-4-RI
TlIANSFER INHERITANCE and/or ESTATE TAX.
RESIDENT DECEDENTS.
RECEIPT
Docket 37 Page 104 line 4.
ALICr£U.BAnNfIILLEstate0"£_
omCE OF REGISTER OF WILLS
tlASHU;OTOn
------------......Pa.
Date,__J_un_e~2:..:?:.-.-___6819__
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
nUSsmLL r;!..JillXr: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 theRegisterunlessthereceiptissosignedandsealedbytheRegisterofWills,"
Fill in below name and address of person to whom
tax receipt is delivered:
I I
To ATTY.G..onGE J.r1"ODMrt
22 nORTH C'GNTML AVE~nm
CM!(NSllU""C PENUsnJ7"l'jJA 1 531 7L...--,, . -_.-.J
L_