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HomeMy WebLinkAboutOC1968-0698 - ESTATE OF DOAKRCC-Bl (2-64) COMMONWEALTH OF PENN,S¥L VANIA 1 DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT CHARLES F.MORIARTY (~Administrator)· IN YOUR REPLY PLEA.E REP'IER TO 37-116-4 In Re:Esta te of -=E::.:V.:.:A;.-::.,OO.:..:A-=K.::.....=a:L./.:::k/'-.,;a~_ ___~W~AS::::.:H~I:.:;N:.::::G;.TO:::.:N~County -File No.63-68-698 Dear Mr.Moriarty: You are hereby notified that the original appraisement in the estate of Eva Doak a!k!a has been filed in the office of the Register of Wills qf Washington County on August 22.,1968.Said appraisement reflects the following valuations: Re al Estate _--'---::---::-=---='::""""__ Personal Property ~1~,~5~9~8~.~7~8~_ Transfers ---:_~-- Total ---'-.....1~1..J.5.:z.9!l.L8.....7L.!8=!.·__ 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 .:..:._A.:::lugtlo.=s:..;t:....;:2:;:2:.z.,_1=.9!..:,6:..;8::.-_Signe~auk<..~~ Title wliR.CHANEY,C EF APPtiJUSER DATE OF DEATH:April 24,1968 ~ESTATE INS01v~T Note:This is not a bill. '':OMMONWEAL TH OF PENNSYLVAN~A'• TRANSFER INHERITANCE TAX '0 SUMMARY DOAK,EVA a/k/OOAK,~1RS.ED.a/k/a DOAK~.MRS.EDWARD N. FILE #63-68-698 April 24,1968RCC-39 (6-67) RESIDENT DECEDENT I,the unciersigned #63 Washington the real and personal opposite each item in 0-,-74 ~ ApPRA I SER "7 '- rtErOnT OF INHERITANCE TAX APPRAISER ciuly appointed Inheritance Tax A.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"anci "E".&:f .08-22-68 04-24-68 Dated: FILE #63-68-698 REPo~r OF THE REGISTER OF WILLS I,the undersigned duly elected Regis ter of Wills in and for Washin~9n _, County,Pennsylvania,do r.?sper;tfully report that I have allowed deductions in the amounts claimed by deponent,except as to those items where a greater or lesser amount is set/orth in the last column to the right in Schedule "F",which greater or lesser amount represents :::e::m.llowedo: 2 :_:;ductton.~::t7~, REGISTER OF WILLS ======1- 1,598.78 1,631.67=~;:;;::~=I= 1•.598.78 1,598.78 1,631.67 .~._. Estate Insolvent------------ VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$$-------- INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) Joint-Held Property (Schedule E) TOTAL GROSS ASSETS LESS Debts and Deductions (SCHEDULE F) CLEAR VALUE OF ESTATE Valuation of life estates or annuities • . . • . • . . ESTATE TAX ASSESSMENTS CO~WUTATION OF TAXFORUSEOFREGISTERONLY T ax on $._~!"i%$__--'-__~ T ax on $.__10%~~ Tax on ~~,~ T ~x on $:~$============Exemptions 1.:-(':,) Total Estate _ TOTAL TAX $_ Less tax previously paid $~~~======\. BALANCE $_ Less 5%of tax if paid within 3 months after death $======1= 3r\LANCE OF INHERITANCE TAX DUE Add interest at rate of 6%from to_:.-...-----AMOUNT OF ESTATE TAX ASSESSED *_ Estate tax paid $~__ BALANCE DUE Acid interest at rate of 6%from to TOTAL TAX BALANCE PAID As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. $-------- $------ $------- $-------$-----~- $ FOR USE QF REGISTER QNLY ADJUSnfENTS 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 lAdministration~No.Year .. IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF JW11..P.OAK .a/k/a......Deceased Late of . County of Yfci:fln:mgt.QA .. .w.Ci.~ll.~~()l_l:.__._..___ .£ ~ Commonwealth of Pennsylvania REPORT AND APPRAISAL • • HARRISBURG.PENNA.17127 COUNTY Ws.shingt.QXl . FlLE NO•.....................Q3..~.Q$..:::.~.~.?. Fonn RCC-2 1COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE..RESIDENT INHERIT.M.JCE'TAX BUREAU OF COUNTY COLLECTIONS , APPRAISEMENT DATE Augllst 22,1968.............................................................................................. Whereas,~.v.~P..9..~~~/~!~late of W~§.h~gt.9..~. in the County of :w.Cl..~hJp.~.9.n Commonwealth of Pennsylvania,having died on the ?.4 t.h day of APr..~.J:19 9.?.,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,~.~..~.~.9.~.~.~;y ,an appraiser duly appointed according to Ia'w, 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. DescrIption of Asset REALTY: NONE PERSONALTY: As per appraisement filed TAANSFEitS : NONE JT.HELD: NONE Estate Insolvent Total Unit Values $ Appraisement Made for Inheritan" Tax f'urposer. NONE 1,598 78 NONE NONE 1,598 78 WA~rII.NQ'I'()N .County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ...~VAp.Qil,K~I~/~. Deceased. Late of WASHINGTON............................•.•..................... Date of Death,Ap~;j,.l ~4.,l.96$. Appraisement Docket Vol.,.?.?... Page,ll.6~4.No 6.3~6~.6.98 . Filed in Register's Office,..A1J.g¥..~.:t.??.'-.J9..9.~.. Amount of tax due,$. DEPARTMENT OF REVENUE Received, ~ ..;, ;• ~~---_._-. Examined and Approved,.. Wrote abo.ut Appraisement, Appeal ft-om Appraisement,. Entered and charged,. '. FORM 67 REG.WILLS REV.1-50, Applirutinu fnr 14rttrrs nf i\llmiuistrati~~~n.tht ·..·· ··..·..·..··e·tty·..·o·f Wa:shi:rrg1;o11·,·..·..·..··..·.. late of Wasb..ing.ton Coun.ty..,.p..ennsy..1J.r.ani.a ,Deceased. Before the Register of Wills of Washington County personally appeared Char.les..F..MQr.ia.r.iiy... who,being duly sworn deposes and says that...$..y.~....P.9..~k.,.f:l.!..#;I..~M.r.~..f ~.g..,p.9..~~~~.aw~·~~.N.Doak age 71.,having h.~;r...last family or principal residence at.7.?.Q ~J.!J.~.9..~EtAy..~.~.yg.".. (Street and Number) .......~.~~.~.~~.~.~?.~,Washington County,Pennsylvania,died intestate (City,Borough,Township)24th at.W.~§.h.!!J.gj;9..~."'p.~.,,on the day of Apr.il . A.D.,19 6.8 ,at...Q.;..Q.Q P.."M.,possessed of personal estate to the estimated value $~~.~~.~.~!~.~.~~RtI of real estate in the Commonwealth of Pennsylvania to the estimated value of $~?.~.:,'situate in .. The names and addresses of the decedent's surviving spouse,(if any)and other heirs including heirs by adoption)are as follows. .REI.ATIONSHIP RESIDENCE'.652 Longvue Drive,.Charles F.Moria:vty Brother Houston Pa.15342 ........................................................................................................1 . .'.Brother R.D:2 .'...R.QY.MQ.r.la.;t.iiy.:~t~.ht1~f~Y~;p.lve..:..153.()J... ..J'f.!?;U,.!?.M.QJ.'J.~J.'.:ty.c.x;:YmJ.'.!.U:g ~.~.~.~.~!Washin.g:t.an.,..:p.a 15.301.... ...Hes.:t.er.Wicks s.~s.t.er.~g§*~..t'fr~.~M.r.g~~..1 ~y...~4~.1.Q~. ...Ra.r.r.ie.:t.:t S.:te.v.e.n.s ~.?:.~.~.~.~MQ.u.n:t Gi.le.a.d."Qb.iQ 43.3.3.8 . ...My.r.:t.le Blume ~.~.~..~.~.~8I~b.i;K~~.cil.fj ..:9.13.Q2 . That deponent is over 21 years of age,resides at......?~?.....~9..~.~y..~.~....p.!..~y.~..~.....~.~~~.~9..~.:!.....~~·15342 is a citizen of the United States and a resident of Pennsylvania,and respectfully applies for Letters of Administration upon the Estate of said decedent,no letters having been previously issued thereon. Sworn and subscribed before me this.........l:i......... day Ofn..~~.¥.,A.D.,19 ?.~. ..........~~b 2a..~. REGISTER ~..:}:L _- ... 11£~:l~1h:.z ~,. COMMONWEALTH OF PENNSYLVANIA}SS: WASHINGTON COUNTY, And now M~.Y..,.!f::.,19..J??..,comes .9.h.~!'J.~§:f.::M9..r.J.~.r..~.y.. who being duly sworn doth depose and say that he will well and truly administer the goods and chattels,rights and credits of ~Mras..¥9E'a~a:raf~':..D~a~k~~.9..~~9..~~~~.~,deceased, to the best of.......b.J.S-.skill and judgment in strict compliance with the laws of this Commonwealth,mind- ful of the laws relating to inheritance taxes. Sworn and subscribed before me this .1..6 .. day of M~.Y.:,A.D.,19 §.~. ....·..··.Ix:;;;)· ·..·..·~..·f,t A·-;:····;......................L.I~dl.1.~ REGISTER ',) "..; \,,~ I'-..N'(),973 ffiJ ~C;~-&'F -C;f'p APPLICATION FOR Letters of Administration ESTATE OF Eya OQAK Ik i ..''"'.....,....................,.....~.......t...~....M.~§..,.....~.p..J!.....P.QAK and MRS.ED~~~.DOAK,Deceased . R $:......' Letters ;....................~ . P $7.?.. :::::~Al~~.~.L ~~..$~..~~~~$..~.I .. Renunciations./.~$l.(",..~. ..................................................................$i&:...~..... ~::~~;·.·.·.·;&.·.·.·.·.·.·.·E·~·;~·::;..·..· ..........l:.;t!y . I-'(J?C;) W ::0 ~..{fTi~l~:>C):c::..~~"!ifcn ~l i~U>____ f'i~o~..:.:.-'"~.~r ..~4 I"~ O~.,.,- :;;~fT1 .................)?~!!~~~:§..Q:9..~t..~!'.~S?:.. .••Attorney ;~ .~ ~~~~~ ~G~.;7S! \-\ ',,- • EVA DOAK,also known as EDWARD N.DOAK Estate of~~y'·"."~¥··w~·~~fn·ga.·f.·gn·,M...~.~.,....I......}No...68 ...........of 19........late of WashJ.ngto.n..County.,,Deceased Pennsylvania KNOW ALL MEN BY THESE PRESENTS, That ~e,....CHARLES...F......MORIART.Y.,...SAMUE.L ...GOI,.P.;Y;AIU;3...~~<:l ..I.".<>V.I.~~...~.~....GAR.~9.N.,. ................................".",,,. all of Washington County,Pennsylvania,are held and firmly bound unto the Commonwealth of Pennsyl- vania,for the use of those interested in the estate,in the sum of ..One Hundr.ed Dollars,to be paid to the said Commonwealth,to which paymen t,well and truly to be made,we do bind ourselves, jointly and severally,for and in the whole,our heirs;-executors;-administrators,-successor5"'-and~-assigns,and' each and every of them,firmly by these presents.Sealed with our seals and dated the 14th day of ......May A.D.,one thousand nine hundred and .f3.~.'I:::ty ~J,gl:l.~. THE CONDITION OF THIS OBLIGATION IS,That if the above bounden ... CHARLES F MORIARTY.......................................'1 .J . Administrator ,or any of them,shall well and truly administer the estate according to law,this obligation shall be void as to those who shall so administer the estatej but ....'I I i otherwise,it shall remain in force. Sealed and delivered in the presence of: ~J.r C .··~rles..·F·~~~~azrty·..·····(SEAL) "S''uel'"'o'~r~''''(SEAL) ..........~.(!~(SEAL) uise L.Carson ..............","....(SEAL) ~tnttmtnt uf ~urttl1 SAMUEL GOLDFARB .100.00I,----.------------.------------------------------.---.------------------.----------------------_.--_._.•surety m the sum of $_____________________________on the administration bond in the estate of ---E-'¥a-.Doak-~alS'O--.knm~m ..---a.J:L-~trl?__!__D .,say that I reside atTh'·Ed.Doak and"Mrs.EdWar(r'-N-~oaKSQJJ.j;h.s..:t_r_a.tullle Q_w.ns -lp.__,Washington County,Pennsylvania;that I am the owner of real estate,the title to which is in my own name and duly recorded,situated in .--...-.Ci.tJl.._..Q.~L.W.~s.bj,J~g:~.Q~L ...._.......__..__.., Washington County,Pennsylvania,worth above all encumbrances $--2.-Q_,_QQQ__!J2.Q__.__..._j and that I am worth the amount expressed in said bond,over and above my just debts liabilities. '-5---·"-washi"Ii-gton---Tr-s·f-BuIldliig----------- .-Washing_ton_,.Pa_... . . ._ Street P.O. &tnttmtnt uf ~urttl1. LOUISE L.CARSON .100.00I,---------..-..---------------...-..----------..----------..----..--EVa---Do~als·o---..knoWtyi~t1.M~of $--------------..----__________on the administration bond in the estate of -·Jh%aIPoak-.--and--M.rs-.--~.Rdward N_..,say that I reside at __.....w.~_§_h_~nK:t.QJL ...__._.......,Washington County,Pennsylvania;that I am the owner of real estate,the title to which is in my own name and duly recorded,situated in -.Ci.tJl.Q.f w.~S.P.,.~_~Kt.Q.~, Washington County,Pennsylvania,worth above all encumbrances $..l.Q_,_QQQ__!_JtQ_.:and that I am worth the amount expressed in said bond,over and above my just debts and liabilities. ~.....:---.::.....~...(!JA:!k:f.~...~.Y!_........'-~venue / -.W-ashi.ng.tOA_,.l2.a......._....._ Street P.O. COMMONWEALTH OF PENNSYLVANIA,}, SIS:WASHINGTON COUNTY, And now ..-~.~y.~~19.J?~t,comes..___.._~_A~~~.._.QQ~¥.A~____.. who being duly sworn,says that he is acquainted with the financial standing of the securities to the within bond;that the said obligors have each executed the said bond and that the sureties thereto are the owners of real estate'in their own right of value more than the penal sum of said bond over and e all incumbr es and exemptions.r.LSwornandsubscribedbeforemethis_Ls!.._=_.._....__ day of ~-----------------------.---------------------A.D.19_68-~LOU~L·~;~f:~---.L WASHINGTON.WASHINGTON CO"M.. MY COMMISSION EXPIRES SEPT.15,~969 &2-tf~tftf No 87~. 1\~miui!ltrntinu 1Bnu~ IN THE ESTATE OF EVA DOAK,also known as MRS.ED.DOAK and ...MRS.•...EP..W.ARP.N..•...D.QAK _ _ 68Andnow,19 . Bond approved and Letters issued to Charles F.Moriarty ----.--.-•••~-------.-._----.--.---------;.;:;_-__------•·.w • (.'")Co, i.....:J ~ -....I Bond Book ...4.2.................Page ;{.$.I CJI\) rzro(/) _..._-------_.._...._----~;:::;..__._--$_._-------~._-.--.--.----_....- "DC:-<Tl-en •C/){/)__ --;n ......~c:~r--····-··--------·--·--_.·__~,,------.--...-_._-__.-.--110 .._..._ 0 7 _Register .;);:~(I ! -.;::::0 ---"- ..;... ~, -:-" \r.I \l I ::SAMUEL~LDFARBBADZATTOitNEATD°L'AW 514 Washington Trust Bldg. Washington,Pa. ,-, J..,-~) ',-... ESTATE OF .............~.YA ..Q9.~~.,~~~.9.~~p.Y!~~.~..~~.!';t!:P.!~.Q~.~DECEASEDandMRS.EDWARD N.DOAK The undersigned uK heirs Eva Doak,also known as of ..Mr.s.•...Ed.•...Daak..~AJ,q.late of ..C.i.ty.Q.f.J'f.a.~.~tAJ,g:t;.q1h ...w.~~.~.~.~gJonMrs.Edward N.Doak County,Pa. deceased,hereby renounce'.thei.r.right to administer on ~~.:r............estate and respectfully asks that Letters of Administration beissued to .G.~~x:).e.~..;f..~.MQ.:r.~.~r.t.y..,. .6.5.2..Lo.t\g:V:'-le p..+.ty'~.,~.q~.~~Q.~-,~~.~:l:l.~Y.~.Y~~~~.!'}.l?~.~?. " .......................................................'.'..........~......... (iJ.9ft \-- ,~~oia1ijiH .···...·.H···········.H....H....·ffe1ti~riai'ty i'~ .. ............................................................................ ............................................................................ ............................................................................ Sill/II dO cf:/1sm::w ONltiVt'J l7JSsmJ 117 :Z lid VI AllYl 83S! ." ., i A:J m Z Czn->-I o Z .' .. RCC-103 (2-64) COMMONWEALTH OF PENNSYLV'NIA DEPARTME~T OF REVENUE BUREAU OF COUNTY COLLECTIONS TRANSFER INHERITANCE TAX DIVISION INHERITANCE TAX RETURN FOR INSOLVENT ESTATES ONLY OF RESIDENT DECEDENTS /' COUNTY OF_W..........a....s""h....l...·n~g.....t""'o'-"n"'-_ This return must be completed in detail and filed in duplicate,with the Register of Wills in the County where the decedent resided within one year after date of death,un less an extenslon Is granted by the Secretary of Revenue. Misc. being duly sworn according to law,deposes and says that he is the __...,A"'-'d..,m~i-"'n'-::i:"s"--t"'-'r"-'a"":-"t'-"'o'-"'r'--__--:-_(Exec.,Adm.,Legatee,etc.) of the estate of _--"'.-~E;:,..1¥-7ai:l.-....Dr..;,ou.a:l..lk~----------late of _JC....1....·t.....y.k--.....OL..lf'--VLLVac.LJO:ls"'"hLJiun~g&-t.idotQ .....n'--_[City,Barqugh,or Township) deceased,and that the whole of the estafe.of s<Jid decedent,who died on ----=A-",jplo!-r~i'""1~·..,..2"-4~.---=!:1c.!=9~6:<..:8"'----------(Date) consisted of the assets listed below and that allowable debts and deductions exceeded the fair ma'rket value of the assets and Will Admn.1'010.19 1,---,C....h=a"""""-r-"l..,,e,,-,,s7.-;-'F,,-,,;.--=M:.,:o:..or=-l=·=a=r....;:t:..,ly'--of _..I.JHu..OLll.....]S;;>...J,Lt......o..I.Jn'-;;l'-!-:-:'Pue~n .....n....sL,Jy'-"l...."\:IlJ'a........n....ioJilaL-_(Name)(~ddress) Type of Asset: Real Estate,Pers. Property,JointlyHeldProp.orTransfers '6~'\~SS'\~~C~~~ASSETS ,*Attachadditional sheets if necessary) Description of Asset savings Account,First Federal Savings &Loan Association of Washington,Pa. Checking Account,First National Bank in Washington,Pa. .$ Estimated Market Value ( Department Valuation CAUTION(Do not write in this space) TOTALS 1 598 78 REPORT OF INHERITANCE TAX APPRAISER I,the undersigned duly appointee Inheritance Tax Appraiser in and for the above County do respectfully report that I have appraised the real and personal property as reported in the foregoing schedule at the values set forth opposite each item in the last column to the right. Dated:Inheritance Tax Appraiser DEBTS AND DEDUCTIONS Nature of ClaimNameofPayee Amount Amount Approved Claimed ""~_by RegisterI---rr;;;......;-=-=---------......";;"",-"....,...,,.....&.------......;;;.;~""'·;;:;;.-~'-;;.::'-.~.;;;,.-_..~~,.~;.;."-=---~~='---'--=~-=--~""'~'-.--="..~-=..,..~"".=="~.~:::;;"".,=z~""~=-~.:;......-'.;;"J."'-1--;----- $1,631.67 12.50 1,186.72 120.00 15.00 Register of Wills Washington County Reports Observer Publishing Company Stewart F.Barnhill Kurtz Monument Co. Rev.M. M.Allison Ambulance Chair Service Brown's Flowers Madge Dugan Annex Pharmacy Herd's Drug Store Bell Telephone Co. Ralph Young Hudsonts Jewelers Nelle Crumrine Emma Viehmann Notary Samuel Goldfarb Letters and Short Certificate Advertisement Letters Advertisement Letters Funeral Gravestone Funeral Service Ambulance Account Account Account Account Account Account Account Account Rent Affidavits Attorney Fees TOTAL $12.00 12.50 20.00 55.00 14.95 12.07 6.34 23.46 25.00 24.38 13.75 25.00 3.00 50.00 Iwed ,ser amount -------------~~--------------_L~_ No.Year__ Will } Administration IN THE i"J i ,;:'f)'..•.1-.f. "MATTER OF THE APPRAISEMENT ..J /•.'_']1 ~.'-,OF THE .n::!-?;41 t So ESTATE OF PU:;E,~IJ_/-JAR/,\'O REG/s;al r::1;'ILLS Deceased • Late of _ County of _ Commonwealth of Pennsylvania REPORT AND APPRAISAL