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Home My WebLink AboutOC1968-0712 - ESTATE OF HALLAMRCC-39 (5-68) COMMONW1iALTH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT SUMMARY Estate of HALLAM,THO¥.LAS (Last Name)(First Name)(Initial) DATE OF DEATH 12-27-67 FILE NO.63-68-712 REPORT OF INHERITANCE TAX APPRAISER WASHINGTONI,the undersigned duly appointed Inheritance Tax Appraiser in and for the County of _ Pennsylvania,do respectfully report that I have appraised the real and personal property as reported in the folegoing return at the values set forth opposite each item in the last column to the right in Schedules "A","B","C",and "E". Dated:,JANUARY 26,1973 -_..-.........."". JAN 26 1971'RUSSEll MA~INODated: REPORT OF THE REGISTER OF WILLS ~e;; I,the undersigned duly elected Register of Wills in and forWASHU1GTON County,Pennsylvania,do respect- fully 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 forth in the last column to the right in Schedule "F",w.hich re r lesser amount represents the sum allowed as a deduction.( $ ')t:.tJ\1..0., 2,560 69 Z,951 58 LVENTso $ ~r;.l..n 1..0., 2;:,560 69 2,951 58 ESTJ TE IN 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 FOR USE OF REGISTER ONLY Tax on $-+__@ Tax on $6% Tax on $·5% Tax on $10% Tax on $15% Exemptions * Total Estate ---JI--_ TOTAL TAX COMPUTATION OF TAX $--------+-- $--------+-- $--------4-- $-------+-- $-------l--- $-------'--- (*)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death ::::::::::=t==== BALANCE OF INHERITANCE TAX DUE $t= Add interest at rate of 6%from _____to $------ AMOUNT OF ESTATE TAX ASSESSED $------11- Estate tax paid $....Jl- BALANCE DUE $-----~~ Add interest at rate of 6%from ------Ito-----$-------1..t=. TOTAL TAX BALANCE $------1. PAID $-----.".J FOR USE OF REGISTER ONLY 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. IN THE Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF THOMAS HALLAM Deceased Late of ...RETTA HAI.LAM County of CECIL'l'.WP..L Commonwealth of Pennsylvania REPORT AND APPRAISAL .1 .~ .' - ~~.....Il~"on.].:(~~~_.2 J DATE JANUARY 26,1973..COMMONWEALTH OF PENNSYLVANIA ..................................................................................................... DEPARTll:1E!':T OF REVENUE RESIDENT INHERITANCE TAX WASHINGTON~'COUNTYBUREAUOFCOUSTYCOLLECTIONS .................................................................................................. HARRISBURG.PENNA.171 27 APPRAISEMENT FILE NO•..63.~.6.8~712.......................................................... Whereas.THOMAS HALLAM late of CECIL TWP...................................................................................................................................................................................................................................................................'" in the County of ..........................WASHINGTON............................................................................Commonwealth of Pennsylvania.having died on I 19.~7.....•the .........................................27th·......··................~.........:....day of ................p.~Q~.~..............................seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore.I............................FRANC.E.S.....~Q....................................................................•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 PERSONAL $ !iKE COpy OF APPRAISEMENT 1:,560.69 .- ESTATE INSOLVENT , > .. - form~;v~fhb~:::rh;.w<>rIl~CCO~di:ril~~·~:;o~e~~~~c.e~·~;:::.:±iT I ...............................~.......9if~Ilid--(F~~.p.~~~.~~.........................e!~~.........................Penna. ....",.,....~ _._-- ·-- ...............WASHINGTON County............. ,....., RESIDENT INHERITANCE TAX APPRAISEMENT Estate of THOl-1AS ifALLAM Deceased. Late of ......CECIL T\'i.P . Date of Death,·..DECEM.aE:R 2-7,...1967 · ·.. Appraisemei!t Docket Vol.,37-.. Page,116-8 No.63-68-712..·.. Filed in Register's Office,.JAN•....26,l97J . Amount of tax due,~i . DEPARTMENT OF REVENUE Received, Examined and Approved,.. Wrote abo,ut Appraisement, Appeal fl'om Appraisement,.. Entered and charged,. #' .. I Form No.RCC·62 (2·641 THIS FORM REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER $10,000.UNDER SECTION 701 OF ACT OF JUNE 16.1961,IEFF,1!:¢.\1'IV'EJrA~UA~Y 1.1962.(FILE IN DUPUCATE WITH COPY OF Wn.L ATTACHED)••..5~:31 OFFICE OF THE REGISTER OF WILLS -r1J..3 7-//t-7 County of ..W~.S.Q.iAgtp.!}ro.3 -t t'-7/..0 ........~r:rfA.!I.~~~.~'of ~~..J:?!..#.?~..ryr~P.9P.~+¢1)..~~.I1I,1fl.·..;L.QQ13.rz .• (Name)(Address) being duly SJ!IlQ.rn .according to law,deposes and says thatShe is the_A~JnJ§.~Rg_t.rl~__g_,_~_,_A'___ -(Exec.,Adm.,Legatee,Etc.) of the estate of ~.h.QmJt_~flg.lJ.§Jrt----_-.------..__whose last residence was __J~·.!..J?_,Jt2_L ..•....-.. (No.)(Street). -.....1Y!~P..~~~~_?:._....._....deceased,and that the whole of the estate of said decedent,who died.J!_§.Q_lL.2.'Z."...l9-67.(City,Borough or Township)(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRAN(i;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. 9 Real Estate Estimated Value N 0 N - E . Personal Property 1 she u.S.Steel Corpora~ion @ 40-3/4 40.75 .. 1 she Toledo Edison ,Company @ 30-1/8 30.13' @ 35-5/8 , 1 she American Electric Power Company,Inc.35.63 9 she Continental Oil Company @ 74 666.00 33 she Chrysler Corporation @ 54-3/16 1788.18 2.£'&"..4 f'I oI f·J1 ~J.., 'F'~.('04<.h1 NOTE:You may expedite the processing of thi~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 Estima,tedc,,Vall'J:e" -.'... - " 1\T,," () ",, Nc.,n W- I ~., t - Transfers within TWO YEARS Prior to Death N 0 N E 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 WHICHoDECEDENT RENTED A SAFE DEPOSIT BOX IN NAME OR NAMES OF HOLDERS TO DECEDENT - BENEFICIARIES BENEFICIARIES AND ADDRESSES RELATIONSHIP SURVIVED AGE OF LIFE (If step-children or __TENANTS OR INTEREST OF r(State full names of all and their addresses who have illegitimate children DECEDENT ANNUITANTS BENEFICtARY --STATE YESaninte;I'est,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)..DECEDENT Retta Hallam Widow Yes Entire ...n, . .-.. . ~:t--; ) ,,. RE-8IDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED NOTE:List first five items in the spaces so provided,observe notations thereon,and instructions DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN ,t<.EGISTER ONLY Rogers Funeral Hom e Funeral expenses paid $1581 .5E $ Family exemption (will not be allowed unless decedent died residing with a spouse or children.)1000 OC Administration Expenses *220 OC Counsel fees *150 00 Fiduciary commission *None OTHER DEBTS AND CLAIMS (*)See Note below None I·I!·II·i II I iI.I II.. . Total 2951 5c 2 fSI.~ 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. Sub~ribed and s;om to before me this . ...~.0 ·t··'b r........,.,':.;:[d:-'day of c·o er ,19.··6'9.~.;J~.~-It~../)1/;;;····~'Sn-y''¢ri·····~7.···1::--I~I!M::....I~,~n,as,Ington Co.,'pa. My Comm~ss:on Expires October 1.1970 ( ...1?ei£(~..Y.'.. .~~.~~.~~.~~~.~~.~~..~~.~~/.. R.D.12 (Street Number) .McDonaldt-..Pennsylva:r:J..ia ·lW57·...(<.;ity or Town and State) Having been duly sworn according to law,I do hereby certify that the above appraisement is made in conformity with law on this .....................;.~dayOf ~~~. Appraiser In the event that any future interest in this estate is transfelTed in possession 01'enjoyment to collateral heirs of the decedent after the expiration of any estate for life 01'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 T~tGIS .ER OF ~ I,the undersigned duly elected Register of Wills in and for ...~. . . . . . . . . .... . . . . . . . ...ounty, Pennsylvania,do respectfully report that I have allowed debts and deductions in the amounts claimed by depone t exc t as to those ite s where a greater or lesser amount is set forth in the last column to the right in said schedule above,which greater or lesser a oUl represent the sum allowed as a deduct~on. Dated:JAN.2.6..1.97~RUSS.ELl.MA2INO.....~L.I ~.C:. Register of Wills· .~~Form No.RCC-62 (2-64) '1 " /' (-: ,,~ •";'.--0 .-...... r-~" ~. '"~r-.., '.,","")?'.;.'..:..)/....~..-:-'). •~4 ...J- MATTER OF THE APPRAISEMENT IN THE OF THE WillAdministration IN0..Year . G.T.A. ,-.,,"""' ~.., ESTATE OF ...~~Rl'4'(\~..:tIAItMM2 . Deceased 'J Late of .C~.ciJ..',fo.w:uship.,. County of W~~hington.... Commonwealth of Pennsylvania REPORT AND APPRAISAL JOHN C.ROGERS Attorney a t Law 1026 Washington Trust Bldg. Washington,Penna.15301 ·H'i!~.:~"'j'""./:..:.',I~\,'A)J.~~('., I'!•'.~'i ..:,~:t ?',_.' i 't'\.I ,r J .,~),;i .;,1~