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HomeMy WebLinkAboutOC1968-0682 - ESTATE OF YATESACC'SI (2'&41 COMMONWEALTH OF PENNSYL.VANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR R"~Y '~IA" I"FlR ,.0 "FD11!AR.D E.FA HER Infomant In Re:Estate of ---'Au.Db<:/!ol...t....!E,;;.'.........Y6..lA:l..I1...'R....iRiI--_ ______'~,~T.Il.A.;:;Q.c.H.J..TtL:.:l,TG.:L.'T.w'O.J.!1'i~I County -File No.63-6P.-682 Dear :Hr.Faber: You are hereby notified that the original appraisement in the estate of Ada.E.Ygts;s has been filed in the office of the Register of Wills qf ~~sbin~t.on County on }fay 15,,19 68.Said appraisement reflectsO the following valuations: Jt.Held Real Estate _ o 0 ~1 Transfers _ Tota1 ..,..----23~;.loo!O.&2~3.....1.b.5.L__ 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 (6%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Dat e ~....;'ra::s;yl---=1:.::::5..L,~19L-6::..:8=--_ Title H.R.CHANEY, DATE OF DEATH:Apri11 11,1968 Note:This is not a bill. "'w·_ ~cc-:q (6-64) CQWAONWEALTH OF PFNN~YLV,\NL\ T~lAN~FER INHERITANCE TAX RESIDENT DECEDENT YATES,ADA E.r-,._-I" FILE if 63-68-682 April 11,1968 SUMMARY I,the undersigned #63 Wasbjpgtop 05-15-68 06.-11-68 TlEPOllT OF INHERI1'AIlCF.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",nd "E". the real and personal opposite each item in Dated: FILE #63-68-682 05-J 5-68Dated: REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for k~.sbjp~ton County,Pennsylvania,do respectfully report that I have allowed deductions in the amounts claimed by 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. REGISTER OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS RE.~PRAISED $$$-------- 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..P,.VALUE OF ESTATE 3,023.15-._ 3,O~3.15·­ 2 ~272.2e:......-e- __--!..7~50~•.87._ 3,O?3·1 5 :4 t:272.28=:= 759.87 ======:= Valuation of life estates or annuities .......•$--~-- ESTATE TAX ASSESS~mNTS $------ COMPUTATION OF TAXFORUSEOFREGISTERONLY Tax on $;__5%$_ Tax on $1010 ~,_ Tax on $750.87 ~$_--=4:t:.<5~.~05,,--_ Tax on $.__1R%$_ Exemptions=======:=(,:,) Total Estate __ TOTAL TAX $_ Less tax previously paid $~========~~ BALANCE $------Less 5%of tax if paid within 3 months after death $======1= (,:,)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. 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%from to *_ TOTAL TAX BALANCE $_ PAID $ 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 explanation. Will Administration (No. P.'J THE Year . ~IATTER OF THE APPRAISEMENT OF THE ESTATE OF APA.E..Yll.'r.E.$ Deceased Late of . .""."""YJ.ASHINGT.ON . .,' County of .WASHINGTON . Commonwealth of Pennsylvania REPORT AND APPRAISAL '" ,- Fonn RCC-2', •DEPARTMENT OF REVENUE BWIi':AU OF COUNTY COLLECTIONS HARRISBURG.PENNA.171 27 •COMMONWEALTH OF PENNSY~VANIA RESIDENT INHERITANCE TAX APPRAISEMENT DATE "",,,,"J1.~y.""J.5,,,,,..1.9..9..~. COUNTY ":W?:.$.A1ingt..9..n "..".,.." . FILE NO..."63.::::.6.8.::::.6..$..2 "",., Whereas,Ad.a E.y.at..~.§late of :w9.-..s..~~!?E.~9..g . in the County of Was.hingtDn Commonwealth of Pennsylvania,having died on the ,ll th day of .A:pr.il 19 6$..,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,..................................lo:f.•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 $ ... FEALTY:"--,~~ NONE ...-NONE PERSONALTY:_..,~-- NONE .....NONE -'"----. TRANS1i'EHS:...... NmE -"--NONE ......... JT.HELD:-_. As per appraisE-IT.ent filed 3,023 15-- ..-. Total 3,023 15 .. ... fonn:~h~:::~i~W<>rl1/p~I~=:~.~o~~~~~=~~~~~n~ Appraiser ~~······7··'····E······································.....................................................mber and Street) .........·=······7~···············.················.··.···...,Penna.(Post Office) .........WASHING.TOR....County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ADA..E..•.....YATES . Deceased. Late of VJASHI1WTON Date of Death,April ll"l9.6.8.. Appraisemeilt Docket Vol.,·······.3.7.·.··..······················ Page,//..~?No q.3.:'::'.~.$:::.6.S..4 . Filed in Register's Office,Ma.;y:l5·,······J968 . Amount of tax due,$__-_._._-- DEPARlMENT OF REVENUE Received, Examined and Approved,. Wrote abo,ut Appra-isement, Appeal f1'om Appraisement,. Entered and charged, ~ ,. .,/ 0J-~1-~Y:LOFFICEOFTHEREGISTEROFWILLS l Form No.RCC-62 (12-66)~~IS ~:RM REQUIRED IN ALL ESTATES~ITHGROSS ASSETS UNDE~'10~~'OO',~~'DE:'~EC;;~:Z~~lO;\C;'~F ;:~18,1:~1, I EFFE~IVE .JANUARY I,1982.(FILE IN DUPLIC~TE WITH COPY OF WILL ATTACHED) 4' County of WAS{I.J~l';1~AQ~. .........E~w.a.r~..F;,..F:c?-P.~+.·of ~?9..Y~.:r:t?~~.I?;r.~'!~.'..YV,Cl:~~.~~<J~.C?r:.'..~~. (Name)(Addresa) being duly QWQ*'.D..according to law,deposes and says that he is the ~gD-~!..1_9:~~_~_~_ (Exec.,Adm.,Legatee,Etc.) of the estate of.__b_g~__.:!t~X9-_'!:~_l?.---whose last residence was __J~_?"~---~~-~~-~-?-~---(~:!.~)-~~~--------------- ,(No,)Stteet _W.~eh-J!..1_q'!:9_~L__?-~_~~_~...deceased,and that the whole of the estate of said decedent,who died __Apri.l(__~~,19..68 (CitY,BOtOugh or Township)Date) consisted of: REAL PROPERTY REAL PROPERTY 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 Value l \"'- \~\U\, I Personal Property NON E NOTE:You may expedite the processing of this return byfiling 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. tinEr I I i Jointly Held Property .t Estimated Value .... l .sScIDIav~'i.l.n~taJjrsU'7\~c.Qunl:t....-t~NrlO.....l()~~i.:-:";'2~9:Lll.L..2L.J.;·nn,-n"F'iJ;;r~s!Jt~F8e~dJ.!earr.·a..J,a1~S~a~,\;\T~i,1nl.<;lall:SLJaaJnr!.!d(;;LLb!..QO~aJ]nL -+-"\ Association of W:'l~h;nrrton in names of Ada E.Yates or Edward Balance at date of death $6,046.3QAJ 50%taxable (jl(-~3,023.15 Transfers within TWO YEARS Prior to Death NON E ...j. 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 THIS SAFE DEPOSIT BOX RENTED RELATIONSHIP OF JOINT IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT ... N 0 N E - BENEFICIARIES acct 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 otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT dward E.Faber 120 Verona Drive,surv1.vorsn1.p- T.7_~l....~n,...,...,....".son yes '...;{"';rtrv bank J - T I T E ________"----~__~~_'___'_J ,j;' RESIDENT DECEDENT "~I DEBTS AND DEDUCTIONS CLAIMED ;NOTE'List first five items in the spaces so provided,observe notations thereon,and instructions. r.:-=;;-:;-;..-_--=D=::E;.:B::.:T~O-=R~CL=A:;I;::M:::_:__:=_=::',-____,-------'N'-'-A=TU-=-=.::R=E-O-'-'F=--.::S:.::.A=M.::-:E=---,---'A=M--=O-=U-=.N:-:T'r-----fRTHIS COLUM NWilliamG.Neal Funeral ltEGISTER ONLY Home Funeral expenses paid $1 ,041 45 $ Norman E.Faber iRussell Marino,Reqister Sherman H.Sieael,Esa. Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses * Counsel fees *and notary fee 1,000 00 3 00 61 00 OTHER DEBTS AND CLAIMS Fiduciary commission * Moreland Burial Vault Co. S.Glenne Nicholls,;M.~D. Wasler Floral ,Co. (*)See Note below Marker Medical services Flowers 92 00 15 00 47 70 Notice 2 00ObserverPublishingCo. Postage and telephone tolls 5 00 Bell Telephone Company Account due Total 5 2 272 13 28 Note:The estate agrees to advise the Register of Wills if the amount actually paid in settlement of any fee,commission oi'debt is greater or less than the estimated amount claimed and allowed. Subscribed and sworn to before me this .~:t;l:1 . May 68........................·dayof ,19 . ~~~All~'················ •••••••••••••~~SHINGTON,WASH1Ne;TON co..PA. .+.~9..Ve:r:ona.Dr.iv:e . (Street Number) Washington,Pennsylvania 15301 (City or Town and State) lViy e6illlil;~S;\llj [AlJ;iC~1"'''I'''''y 27,19i1 Having been duly sworn according to law,~rebY certify that the above appraisement iS2?in conformity with law on this ............../r~dayOf ~~,i.;,P.5;,19 /"?~ d ~~~...,b../..··A·p~~~i~;r""· In the event that any future interest in this estate is transferred in possession or enjoyme 0 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'inheri- tance taxes at the lawful collateral rate on any such future interest. I,the undersigned duly elected Register of Wills in and for ..~~~~~0I':~~b."..".-f'County,Pennsylvania,do respectfully report that I have allowed debts and deductions in the amo ts claimed by depo ,except 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 lesser a~nt represents :he.,;um allowed as a deduction. Dated:~~..../-r:;./.?f"/:.............'".I.~:?P?~..'"c::::::J Register of Wills -I !•--- J .; 'i -"j ~'. '":.~ \., \\ Form No.RCC-62 (12-66) WillAdministration INo Year ..' . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF .M~..~X~A~$. Deceased Late of ..~:t,ty:.Qt...~f\~{l;tng:t.qz:1 . WashingtonCountyof h . ",::-' (.0....::0 ___ Commonwealth of Penns..Ylvania ,=.-.........-.."---0)-c~U)~ ;-,.,'2]......~;-tl REPORT AND~APPRAISAL j-- :;,=,'5:_0:,......~-==32 ~j,jr-;;>• [;;6 l.tJ U.. 1..;"7 IV SHERMAN H.SIEGEL,ESQ! 215 Washington Trust Bldg. Washington,Pennsylvania :...--: l RESIDENT DECEDENTS File No.63-68...582 COMMONWEALTH OF PENNSYLVANIA OFFICIAL RECEIPT Transfer Inheritance and Estate Tax ~9FormRCC-4-RI-3-66 No.948832 Date May 21 19 68 Office REGISTER OF WILLS,liASflIhGTON,Pa. l.,A sUr'Ml'~fl'!ON'u ...u j,'1V""County,ss:Received from Edward IL f'~,her~,INFORlfAN'T y"1....,.loI'v"l:w"'~~w,··~1'1'~v1r'V""'rv""";t.''1I'~,ll ..4"V~auto;r.~Adn:i~msf'QtG;r.;oE.<lb'u&miaw~of the estate otf.-afJ,..:.nl.;':e\~F.~,·~~Y,j,Ab;Jr~.E~·5J~j-------------------- who died April 11,19-1ia...,the sum of FORTY-TWO and ~a/l00·=.....Dollars, being TRANSFER INHERITANCE TAX and/or ESTATE TAX due the Commonwealth as follows: Appraisements Made and Filed Computation of Tax NOTE:This Triplicate Receipt to be retained by !be Register of Wills and filed in numerical sequence for audit purposes. NOTE:In accepting the transfer inheritance tax on future estates prior to the death of the life tenant or tenant for years,as evidenced by this receipt,it is understood that the Com-monwealth shall not be precluded or prevented from hereafter assessing additional inheritancetaxatthedeathofthelifetenantortenantforyearswheneveritappearsthatsuchadditionaltaxmaybelegallydueandcollectibleforanyreasonwhatsoever. Estate Tax Assessments Date 19__$------- ________19__~$============::::. lJrn1D [P[LD ©£lYlE $----'----- $45~05 $====== $----::----- $2.25 $42.PO Total Tax Less five per centum of tax if paid within 3 months after date of death Less Tax Previously Paid (if any) Balance Exemptions *$============= 5%$_ Tax on $10%$-:-__ Tax on $750 ..$7 6".I:X~$45.O!" Tax on $15%$ Tax on $ Total Estate $_ MOORE BUSINESS FORMS,INC••ELMIRA,N.Y. Register of Wills Amount of Estate Tax Assessedunder the Act of May 7,1927. Total $_ *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 11,1957,and Act No.207,1961,Section 302. S E·ALIi1f~';V'~r"~4-·~~:e,.",(.,.d to _ Add interest at the rate of ey~ from __---'_ 3'7....115....6 $,------ $3.023.15 $.3,023..15 $,------ $. $2,212.28 $750.87 Valuation Valuation $------ $------ Total $3,023..1.5 $,------ Total Date Jt.Held Date Real Estate Personal Property Total Gross Assets Less Debts and Expenses of Administration Clear Value of Estate Valuation of Life Estates or Annuities Date 19__ _~19__ FORM RCC-4-RI TRANSFER INHERITANCE and/or ESTATE TAX, ,RESIDENT DECEDENTS. RECEIPT ,.~ Docket.37 Page lIS l:ine'-----.:!6iL-_ Ai Estate oLf_aAu,D.l:!:A_EL,il........._y.,s.Aa,LTEllilio,wS'---_ OffiCE OF REGISTER OF WILLS Datel:J.y 21 19--a6- SIGNED AND SEALED AS PROVIDED BY SECTION 1201.ACT APRIL 9.1929.P.L.343 AS AMENDED BY ACT MAY IS.1945.P.L.528 RUSSEI,L liAnn:01ms- ,Register of ills 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 settlement of the estate.In no event shall the executQ1'or adminis-trator be entitled to a credit in his account by theRegisterunlessthereceiptissosignedandsealedbytheRegisterofWills.II Fill in below name and address of person to whom tax receipt is delivered: AT1Y,SHFJUMN B.SmGRL 215 ~~J SMINCTON fIDIST nUIUUNG I To ____~~-....;u;~.u::l::ll.J.l1.-UL-;l;£:!!:==~--____,"'"- L 1530 ]