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HomeMy WebLinkAboutOC1968-0638 - ESTATE OF WICKR C C-Bl (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT G"fl'Ui.LD UTeK Informant, IN YOUR REPLY PLEA8E REFER TO 37-111-9 In Re:Estate of J.:IN..I.<Q~A.l.:H~Y.TwT...I..C<.l.lK _ ____..l!iF:-'iA..:Qw;J.Hw.T.J.llJ\TJ.;G..I.T.uOT\lll.I-------County -File No.6]~S 6]£ Dear ~ffdr.Wick: You are hereby notified that the orjgip-sl appraisement in the estate of .J.llN~o~a~b~~ruj~c~k~----------- has been filed in the office of the Register of Wills qf i·Jil5hingtQ~ County on May 1 ,19..6.8..Said appraisement reflects the following valuations: Jt.Held Real Estate _ ~mJ.~~.t::"""),l-I6....3l-3~.~5....1 _ Transfers -:-_ Tota1 -.....5!..1•..:.6'-!.3""'3......./..5../..3--- As to such tax that is paid within three months from date of death,a five (5%)percent discount is allowable.As to any tax that remains unpaid after one year from date of death,interest at the rate of six (8%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Dat e ....M:.Li:.8...Ji'-7_1L..j,_1L.;9;z.16..L18..l..------- DATE OF DEATH:April 11,1967 Note:This is not a bill. l'ICC_;~.?(6~b4) C'OMMONWEAIJTH O~'P~\NN~'YINANI.\ Tl~A.N~li'F.n INHlmITANCIT.TAX R..H;SIDENT DECED,RNT WICK,NOAH FIIE #63-68-638 April 11,1968 SUMMARY 7/7If}/APPRAI~ 'rmpOlt'l'OF INHERI1'At,iCF.TAX APPRAISEH rtuly appointed Inheritance Tax Appraiser in and for the County of ,Pennsylvania,do respectfully report 'that I have appraised property as reported in the foregoing return at thB values set forth the last column to the right in Schedules "A","B","c"and "E". ~.' O~-'l'l-67 06-01-68 FIIE #63-68-638 I~the undersigned _ #63 Washington the real and personal opposite each item in Dated: REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for ~~6hingtQn County,Pennsylvania,do respectfully report that I have allowed deductions in the amounts claimed b;y 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.~~4J./.~..1 Dated:0')-01-68 ~/~~ REGISTER OF WILLS 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 (SCHEDUL E F) CLEA.J:t VALUE OF ESTATE .5.633...53 ,_ 5,63'3.53 ,_ ; ] ,?BJ .J3 :'======:= Valuation of life estates or annuities ....•...*------- ESTATE TAX ASSESS~mNTS $------ CO~1PUTATION OF TAX TOTAL TAX BALANCE PAID . FOR USE OF REGISTER ONLY Tax on $•__5% Tax on $':~Tax on $L.,35Q.iJ.Q .2, T ax on $.__lfl% Exemptions:;:;=======:=(:::) Total Estate __ TOTAL TAX Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death BALANCE OF INHERITANCE TAX DUE Add interest at rate of 6%from to AMOUNT OF ESTATE TAX ASSESSED Es tate tax paid BALANCE DUE Add interest at rate of 6%from to *------d>.,'------- $_.....8...,,7............01.....'_ $-~---- $-----$======:=*------ $=====:= $--~--­d>t.p _ (:::)As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. 1t ~ $------ $------- $------- $-------$ FOR USE OF REGISTER QNLY 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 explana,tion. Will Administration !No. P.IJ THE Year . ~IATTER OF THE APPRAISEMENT OF THE ESTATE OF .......NOj·\.Hl;!ICK Deceased Late of . County of .V>IAlliIEGTON. ...1':ASHIHGTON . Commonwealth of Pennsylvania REPORT AND APPRAISAL '"• " Fonn RCC-2· DElS:.R'I'~TOF REVENUE ' BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX APPRAISEMENT 'nATE J1.9:Y..1.,1.9.9.$. COUNTY j~L§.§:l..t.ng..t.9.D.. FILE NO..6.3.:::.6.8::::.93..8 ,. late ofWhereas•..................................\,.a .....,.,.it •••••.••••••••••••••••.••l••••••••••••••••••••••••••••••••••••••••••••••••••••••••••..........................................';·?~..;?A-••.•..•"••••••••••••••••••••••••••••.•••••••.......••• in the County of ...............................J:r.q,.~.biogt.o.n ..............,................................................,...Commonwealth of Pennsylvania.having died on I the ................................l.l....th......................................'..'n;day of .......,.,....,Ap:r..tl.............................................19..9.7....•seized and possessed of an estate I subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I..........................1i.•P..•.....Ghaney.......................................................................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 aftertheexpirationofanyestateforUfeorforyears,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 Purpoaes $ .- RElLTY: NONE NONE .---.. PERSONALTY: NONE NmNE TRANSFERS: H ONE NGtJEl~ JT.r.ELD: As per apprais6ment filed '.5,633 53 .- 'rot.Rl s.6~?s~ I I '. form~~~hb~~::rh~w~~L~to~~:~8~o~~~~;;~~se~iS~~ Appraiser /. ~~~~'i.;:~~ ...............1~l.AS.HI}TG'IDN .....County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ..NOAH.:l!.J1GK... Deceased. Late of v{A~Hl.NGTON Date of Death,Apr.i1 11.,..1967.. Appraisemel!f Docket Vol.,37..···········..·.········ Page,111 -9 No 63.68.""638 . Filed in Register's OfJice,.14:a~,1,J9.68 . Amount of tax due,$_._._-- DEPARTMENT OF REVENUE Received,....................-__•.•.•.•.....,..•._~._..,-_.•_----- Examined and Approved,. Wrote abo.ut Appra.isement, Appeal jt-om Appraisement,. Entered and charged, p/ ,: p Form No,RCC-62 (2-64)THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS uNDER $10,000,UNDER SECTION 701 OF ACT OF JUNE 16,1961. EFFECTIVE JANUARY I,1962.(FILE IN DUPLICATE WITH COPY OF WILL ATTACHED)"c- OFFICE OF THE REGISTER·OF (WILLS County of ..W~.~J;l.~.D:gt.o.l].:' : ...9.~::r~.:I;~.l\(~~~...'';'.':of .l.QP.g .:B.t:~:g..C.4.B.q;r p.u.lill.i;.PJa.~n.s.yl.Y.a:o:iA : . (Name)(Address) b ' d I sworn d'I d d h h . h T1"l·form a1"l+. ...elOg u y ~.accor 109 to aw,eposes an says t at e IS t e ..a..~...,.__~_"':_ .(Exec.•Adm.•Legatee,Etc.) of the estate of ..NQ_C!!L.:w.t9..~--------~whose last residence was'__~.4.2.5 wa.~.n.e __..s.±.r_ee_t ~_ (No.)(Street) J1.~~_~!E-~:t!.<?_g_L_1?_f?)!~~_~.deceased,and that the whole of the estate of said decedent,who died _~Ap.XJ...l--J.~-..--~fl67 (CitY,Borough or Township)(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRAN~ES 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 Value NONE )i ~.,I.P 711 Personal Property NONE 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 accountI account number and the exact name or names in which the account is registered. .------------ Jointly Held Property ., "". Estimated Value savin s Account No.21605 irst Federal oan 5 633.53 ick or ,ick is thethesaid lvania in the names of widow of the said Noa,h:n.Wick).The total amount in the savings Mrs.Elsie Wick or'Gerald Wick as joint tenants with the ri ht of. survivorship,opened Jul 26 1966 Association Washin account was 16 900.60 of which 1/3rd would be taxable. Transfers within TWO YEARS Prior to Death NONE 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 THIS SAFE DEPOSIT BOX RENTED IN NAME OR NAMES OF RELATIONSHIP OF JOINT HOLDERS TO DECEDENT 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 BENEFICIARYaninterest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT - , Form RCC-4-RI-3-66 ~9 COMMONWEALTH OF PENNSYLVANIA JlESIDENT DECEDENTS 948801 OFFICIAL RECEIPT No.Transfer Inheritance and Estate Tax File No.63-€8-638 May 13 19 68Date Office REGISTER OF WILLS.l-lASHINGTOlf)Pa, WASHniGTON County,ss:Received from Gerald \'fick;IN1mnhfA""i"'f1 "J"'~~'ltrv"l"''''''I'''Y ',.I",,;;.,"';:.-;.~-:?rf,~V'v~,tfI-:o:,~v"r~·,:.r'..,.NOA H H'ttif'GD{eaufor,,:Admlnlstil;:ttor,,:or..,GilarorGm)of the estate of who died ApI'il 11 1967 ,the sum of EIGifiY-SEVr~N and 01/100 --......-Dollars,• being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax Real Estate Tax on $5%$ Date Valuation $Tax on $'10%$ Tax on $4.350.40 2%$87.01 $ Total $Tax on $15%$ Personal Property Exemptions *$ Date Valuation 5-1-68 $5#633.:53-Total Estate $ 87'.0l. $Total Tax $ Total $5.633,.53 Less Tax Previously Paid (if any)$ Total Gross Assets $5.633..53 Balance $ Less Debts and Expenses of 1,283.13 Less five per centum of tax if paid Administration $within 3 months after date of death $ :"4,350..44lClearValueofEstate$Amount of Estate Tax Assessed under Valuation of Life Estates or Annuities the Act of May 7,1927.$ Date 19__$Add interest at the rate of %119__$fromEstateTaxAssessments "$to Date 19__$'37.0J-Total $19__$*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 amended the life tenant or tenant for years,as evidenced by this receipt,it is understood that the Com-by Act No,381,approved July 11,1957,and Act No,207,1961,Section 302,monwealth shall not be precluded or pr,evented from hereafter assessing additional inheritance tax at the death of the hfe tenant or tenant for years whenever it appears that such additional I tax may be legally due and collectible for any reason whatsoever.52 L •.~', ,( VOOD [P[LD ©£V[E 31-111-9 r:'tf;~.p-~",~#~~~Q NOTE:This ~riplicate Receipt to be retained by the Register of Wills cmd filed in numerical Register of Wills sequence for audit purposes.MOORE BUSINESS FORMS,INC..ELMIRA,N.Y. FORM RCC-4-RI TJlANSFER INHERITANCE and/or ESTATE TAX. RESIDENT DECEDENTS. RECEIPT 31 III 9 DocketL-__-"'Page ....I~ine'_ NOAH WICK Estate o'Lf _ OffiCE OF REGISTER OF WILLS WASliINGlfON ------,t=1a=y~1""':t.)-----.~· Date;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 RUSS!SLL MARINO 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 deliv'ered: 'llDTROr,1);CEISLER {t EDWARDS I 15301 L -'---, R.j;SIDE,1irT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOT~'List first five items in the spaces so provided,observe notations thereon,and instructions Funeral expenses paidRuthBckertFuneralHome ...----=D:..:E::.:B::..;T:-.;:o.c:.R~CL=A:..:.I:..:M_=______r_---------=N:..:.A:..::..:..T.::..:U.:;..:R=E-O::.:F----=S:..:.A:..:M.:;..:E=--...,-____=A:..:.M=-:.c;:.O..=U.::..:N:....:T:,.--InTHIS COLUMN~EGISTERONLY $1.230 13 $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.)'Russell Marino,Agent, :E iling Inventorv &A'D,oraisme~lIministration Expenses * Patrono.Ceisler and Bdward~ounselfees* ., 3 00 ......... 50,00 \I Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below Total ,1 0/'13 1/01 ....~!..J?~..If.J:" . (Street Number) ....q<;>!'l)q~.~~.~:r:J..~.~~J;l.~Y.~:V:~.~~.~. (City or Town and State) .~./f/(J .(Executo!i~'ministrator)Subscribed and sworn to before me this . 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 duly s7~rding to law,I ~y certify that the above appraisement is made in conf2:2rmitwith law on this ..................................day of :."'!.0.';4/".. ...,.:0"'/2 1~<J /c.~~:z~h?!~.~i;;;: In the event that any futul'e interest in this estate is transferred in possession 01'enjoyment to co I 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 TH~~llli. I,the undersigned duly elected Register of Wills in and for.., ..~-.County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amoun .ciaimed by deponen,cept as to those items where a greater or lesser amount is set forth in the last column to the right in said schedule above,which greater or.ser amo epresents the sum allowed as a deduction. Dated:~~~../r~/........~~. --.//'Register of Wills .. ,.~ ~. ",.j p -j l ...., .(. ~ -' " Form No.RCC-62 (2-641 WillAdministration INo Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF Deceased Late of Jo_"C-, I JCountyof':~......,». !::l35?lJ-")""""'-:v --.....- Commonwealtil of Pennsylvanhi rrif2]~~ ~'i-lD ~ 0_.I-r;~_..,-...-.. RE~ORT kND APPRaISALr-=.;:,.-""'-r---;<no W '--..i.. 1\,) 0'1 .. -;-~.'."...'\"'.() ....,.'........,,.- /,'"I •r,~,,,,\'~ "...,"-""~1.#-"1'111 r.~,..,~