HomeMy WebLinkAboutOC1968-0789 - ESTATE OF POIVRERCC-81 (2-64)
•COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
IN YOUR REPLY PLEA8E
REFER TO 37-122-7
NOTICE OF FILING OF APPRAISEMENT
SUZANNE P.LOCHRAN Informant
In Re:Estate of ~A~D::::R::IEN:::'-'=_.:::..J.:....~P~O::..::I:..:VRE~'=.,..,_
WASHINGCTON 6~68 789_____~w===:::.:...._---'-__County - FHe No.i.J--
Dear Mrs.Lochran:
You are hereby notified that the oriiingl
appraisement in the estate of Adrien J.Poivre
has been filed in the office of the Register of Wills qf Washington
County on August ~19 68.Said appraisement reflects the
following valuations:
Real Estat_e 5_,~0.00PersonalProperty__
Transfers
Total 5,000.00
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.
Date ...:A:.::.:ug~u;:::s.::.t_7L.:'l.....:::l~9.::.6::::.8 _
DATE OF DEATH:JWle 15,1967
Note:This is not a bill.
...
Rec -)-9 (6 -64)
".
~'O\lM()!':WEi\LTH OF PFNN::,YLV,\NI:\
T'~,AX~FFR INHERITANCE TAS
R;~SIDENT DECE.8ENT
FOIVRE,ADRIEN J.
FILE #63-68-789
June 15,1967
SUMMARY
....-.
FILE #63-68-789 rtSPOlU'OF INHERITAiiCIi:TAX APPRAISER
I.the undersigned duly appointed Inheritance Tax Appraiser in and for the County of
1T 63 WashingtonL ,Pennsylvania,do respectfully report that I have appraised
the real and personal property as reported in the foregoing return at the values set forth
opposite each item in the last column to the right in Schedules "A","B"~"C"and "E".
Dated:08-07-68
06-15-67
08-07-68Dated:
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 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",which greater or lesser amount represents
the sum allowed as a deduction.
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$5,000.09~$21000.00._.$~
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....Tl VALUE OF ESTATE
:==p
5,000.00_
3.S36!~-
1,163.~
5,000.00._
3.SJlh§f:=
1,163.13._
======:=
Valuation of life estates or
annuities . • • . • • • •$-----
ESTATE TAX ASSESSMENTS ~-~-~--
COMPUTATION OF TAXFORUSEOFREGISTERONLY
Tax on $i __!'}%~_
Tax on $10'10 ~
Tax on ~1,163.13:@$--2-3-,-2-6--
Tax on $.__lFi%$_
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 Chari table Exemption
Certifica~es 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%fromto $_
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.
1-
Will {N
Administration ~o.
P.I1 THE
Year ....
~IATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
ADRIEN J.POIVRE
Deceased
Late of
County of
CANONSBURG
WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
-_._-----
Ii,1
"
Washington
August 7,1968
5
COUNTY
DATECOMMONWEALTHOFPENN~Y-LfANIA
RESIDENT INHERITANCE TAX
...
DEI>.ARTMENT OF REVENUE
Form RCC-2
..............................................................................................BUREAU OF COUNTY COLLECTIONS
HARRISBURG.PENNA.17127 APPRAISEMENT FILE NO......................~?=?.~.?.~.~..............................
Whereas,.....................................Adr.i.~n ...PQiyr.e..................................................................late of .........................G.iJll;:In§.b.U.r.g................................................
IintheCountyof....._................._..........W~;?p.:t.Agt.Q.n ..................................................................Commonwealth of Pennsylvania,having died on
the ....................................~.5....t.h........._...............................day of ......................t1,.~~..........................................19.....9.7,seized and possessed of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,....................................W.~.~.~....G.b.~Jl~i..........................................................,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 transferinheritancetaxesatthelawfulcollateralrateonanysuchfutureinterest.-
Unit AppraisementDescriptionofAssetValuesMadeforInheritanceTaxPurposes
$
REALTY:
As per appraisement filed 5,000 00
PERSONALTY:
NONE NONE
TRANSFEHS:
.-1---.-
NONE NONE
JT.HELD:
NONE NONE
Total 5,000 00
form~;V~~h bl~:::rh~W~~~!?~~:.~a~o~~~b~~~~p~r;@~t;~~~~
Appra'Ber
.........................................................~~.............................,..,.....,......................,...".......,......,..........,.,...
A/r Pd
-"..............4s2.............-:.:....................................,.........."..........,Penna.(Poet OtUee)
r
I
WA,$HJNG:'J:'QN.County
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
ADRIEN J..~PQJ;VR.$..
Deceased.
Late of
CANONSBURG........................................................................
Date of Death,J..~.~....:l5LJ.,..99.7 .
Appraisemel!t Docket Vol.,.2.7 .
Page,1Z.2:~~7 No 6.3.~68:':':':7.89..
Filed in Register's OfJice,A\.l8.lJ...~:t.7."J9 9.~t
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,.
Wrote abo,Ht A ppra-isement,..
Appeal ft-om Appraisement,.
Entered and charged,.
I,
•
•,
~
fl
County of ,:\y{'~,1;l~pgt-p,:q ,
,."~l;1:Z:.~I?-~.~.~.•..~p.c:J:1r.~1?-of 59p•.+1i~;i.ll.:S:t.,,C.aI;lp.tlsbu~.,.fa.•...
(Name).(AddreSS;
being duly §}Y..Q.r.--fl:.-------..a.c.cording to law,deposes and says that he is the ~-----._l_ee:at _,~.;ec.•Adm"'regat ,Etc.)
of the estate oL ~_~!..'.:!:~~__~_!_L_!2~_Y~-~--_::_':whose last residence was_~----5.-...TanD.!.L ...s.t...----------,(.)Ii (S eet)J,
______...._..._~.c::~~_~~!:~~_~_~_~~.~.deceased,and that the whole of the estate Of~'~Hied _~~~__J_5_L_J2_Q]"'.
,eio.I",,,",h m To~,h;,1 "Q"~(Oal~){fJ'
consisted of:"r
REAL PROPERTY /~,~
REAL PROPERTY IN PENNSYLVANIA,WITH STATEMENT OF MORTGAGE ENCUMBRAN'pES 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.
Form No.RCC-62 (12-66)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 DUPUCATE WITH COPY OF WILL ATTACHED). "~-.,:i~~-!c ?-7%9
OFFICE OF THE REGISTER OF~WILLS /
\
Real Estate ~4w~'J /Estimated
Value-,,....'
Lot No.108.C.-eeil Improvement COJIloanv Plan as more fullv
d . . (938 (known 506 TannehillescrlbedlnDeedBook1257,page as--~S~et,Canonsburg,Pa.)'.
/"J ,If ..-$5,000.00
I~;e,~;fle2 -:-))~~~-~:;..~_C't..~-OJ-ITK (b"iV'1:!?//4
~...A~~I ~,--JI....~"....1\
~~-,t'~~~;fk,l P..t --)/7nl_sfJ~/~)
)J ,'/.,
\
,.
Personal Property
...'
None
v
-
"~o
-
NOTE:You m~y expedite the processing of this return by filing with it,and as a part of the return,
letters from financial institutions ormortgage 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.•.-
-
\,
-
Transfers within TWO YEARS Prior to Death \..~
....:~:.....~.\,'.,.•'.~.'
,
.....~...,
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
None ,I
-
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 orotherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE
forth this fact.)DECEDENT
Suzanne P.Lochr~n
506 Tannehill St.
Canonsburg,p~.Daughter Yes
-7'1-:5-l l ZJ-,
)
Andr~ePaDD
R.D.#2,CanQnsbure:.Pa.Daue:hter Yes
7'-1-S-T':;'-'~
L__
I
j
-~..
RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED
'-NOTE:List first five items in the spaces so provided,observe notations thereon,and instructions.
1(,)00-0
$Funeral expenses paid
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Suzanne Lochran
Yoney Funeral Home
.----'D=--=E=-B=-T_°-=---R=c.-C'--"L=A-=---I_M__~--_r-------N-A-T-U-R~-E_O'-F_S_A_M_E --.__A_M_0c::....::.U_N_Tr--tnTHIS COLUMNEGISTERONLY
$
Administration Expenses *
Counsel fees *
Fiduciary commission *
OTHER DEBTS AND CLAIMS
(*)See Note below
Washington Hospital
Washington RQspita1
Chartiers Say.y LQan
confinement 3/31/67 to 4/22/67'
confinement 5'/..9/67 to 6/15/67rI~.,J
.balance on.mortg.-egse__--_'_""'?'''-I
Total
..5O.Q..+,~@~J;1,:i,.~+..f?:ti .-'.., .
(Street Number)
C_ano~sburg,Pa;.
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~bscribed and sworn to before me this .....#....,..... ..-f.:.-~",-...,8..C?(~.~~tor-Administrator )~.)dOYof..''-L'~'.'~"'~",19.~.f
MRS,FRANC'"M.GRAY,Notary Public
Canonsb:,g,Washington Co.,Pa.
My Commission Expires September 19,19/(j
Having been duly swornaccprding to law,I do hereby certify that the above appraisement is made in conformity with law on this
...'.'"'" '",day of , ,, ,,.,,,19 .
Appraiser
In the event that any future interest in this estate is transferred in possession 01'enjoyment to collateral heirs of the decedent after the
expiration of any estate for life 01'for years,the Commonwealth hel'eby expressly reserves the right to appraise and assess transfer'inheri-
tance taxes at the lawful collateral rate on any such future interest.
.---_._ .~E~ORT OF T~""S ,
I,the underSigned duly e~ter of Wlils In-and for , . . . .. . . . . . . . . . . . . . . . ...County,Pennsylvama,do respectfully
report that I have allowed debts and deductions in the amounts claimed by deponen ,except as to those items where a greater or lesser amount
:s set forth in the last column to the right~~dschedule above,which greater or lesser aunt represen ~as a deduction.
Do"",~../;../f.,&,g;;i."~~i ",ii,;'.
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..
,~
;
Form No.RCC-62 (12-66)
WillAdministration lNo Year .
IN THE
MATTER OF THE APPRAISEMENT
OF THE
ESTATE OF
ADRIEN J.POIVRE
Deceased
Late of Borough 0 f Canonsburg................................................................
County of ....~<;l~.~~ngton..................................."...
Commonwealth of Pennsylvania
-REPORT AND APPRAISAL
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