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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_