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Home My WebLink AboutOC1968-0794 - ESTATE OF ATHEYR CC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT AGNES D.ATHEY (Executor ~). IN YOUR REPLY PLEA.E REFER TO 37-123-3 In Re:Estate of ...::I:.:h~W.:.::Il::.\T~L:..:•....:.:A:.:::T~HE'..::.Y ---- _____W~A:.:.:'S::.:H=I:;:;N~G.::..T.:;;:Ol;;;...~County - FHe No.63-68-794 Dear ~~s.Athey: You are hereby notified that the original appraisement in the estate of Irwin L.Abbey has been filed in the office of the Register of Wills qf Washington County on October 29 ,1968.Said appraisement reflects the following valuations: Real Estate --- Personal Property ~1~,~9~7~8~.~3~2~-- Transfers ....,-__-- Tota1 -""1=.J'u9~7,:;:8...:...304;2:::.-__ 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 (5%)percent per annum is charged. Any party in interest who is aggrieved by an appraisement may appeal therefrom as provided by law. Dat e ..l=0~cc11.t.l.!ob!.4e~r!.....!2=-94'l........=!1.....9~6~8,--_--.- Title Vi ,ri,CHAN~Y, DATE OF DEATH:March 14,1968 ~TATE INSOLViNT Note:This is not a bill. ~G<S--39 (6-6',1 ":O.-\MONWEAL TH OF PENNSYLVANIA TRANSFER INHERITANCE TAX RESIDENT DECEDENT ATHEY,IRWIN L. FILl~#63-68-794 lvlarch 14,1968 SUMMARY I.the undersigned ff 63 Washington FILE #63-68-794 the real and personal opposite each item in flEPOHT OF INHERITANCF.TAX APPRAISER duly 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 the values set forth the last column to the right in Schedules "A","B","C"and "E". Dated:10-29-68 ,03-14-68 liF.PORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for Washington County,Pennsylvania,do "t"sP0)ctfUlly 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.!?~, Dated:10-29-68 lk~d£~e/v&vt~ REGISTER OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $$$------1,-'.278.32 L 978.32 _....:E:::.;;s:...t:ate }:nso1ve=..:n:.:..t=--_ INVENTORY Real Property (Schedule A) Personal Property (Schedule B) Transfers (Schedule C) cT oint-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 ASSESS~mNTS 1,978.32 =3~.=05~0==.3~5=:-.,_ $--~-----'--'- ~------ 1,978.32 =====:- CO~WUTATION OF TAX TOTAL TAX BALANCE PAID FOR USE OF REGISTER ONLY Tax on $•__R% T ax on $@FIl~O%o Tax on ~/G--------Tax on $.1!'i% Exemptions :_(:::) Total Estate _ TOTAL TAX Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death 3ALANCE 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 $--~--~--~-- %_----- $ $-----$=====.-$--~--...,- $=====:.- $------'"~)------ (:::)As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. $-~------ $------- $--~~--- $------- $------- $ 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 ~N Administration ~o. IN THE ...Year . MATTER OF THE APPRAISEMENT OF THE ESTATE OF ImVIN L.ATHEY...... . Deceased Late of .CANONSBURG County of ..1'lJ\?IfI.ryG:'fON Commonwealth of Pennsylvania REPORT AND APPRAISAL • \., Form'RCC-2.COMMONWEALTH OF PENNSYLVANIA DATE ................o.c.t.o.b.~r......2.9~......l.96.8.................. •DEPARTMENTOF REVENUE RESIDENT INHERITANCE TAX .......................!.!.~.~.~.~.~.~.?~......................................COUNTYBUREAUOF'"COUNTY COLLECTIONS .,.to.," HARRISBURG.PENNA.17121 O'.APPRAISEMENT FILE NO....................??:.§.?.:.!.?.4...................................... Whereas,...................................Ir.~.P.....~.!.....At.h~y.................................................................late of ..............................Q.9:D:9.P:~.9.~K ............................................ in the County of .............,...................W!?-.!?htpgt..9.D..................................................................Commonwealth of Pennsylvania,having died on the .....................................~.4....~P.:........................................day of ..................)~~.~!.l.........................................19.9.?.....,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,...........................w..~.~.~.....Q.h§J.1§:y.....................................................................,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 AppraisementDescriptionofAssetValuasMadeforInheritance Tax PurpOles $ PEliSONALTY:. 1959 Avion frailer 1,500.00 1962 rJodge Town Wagon Truck 450.00 Checking account in Boerne State B:lnk in Boerne. Texas wl.,28.32 'I',..,+.:ll 1 Q7~~?1 Q7P.~? ..- . Estate Insolvent Total 1.978 12 form~;vi'::fh~~::I:h~SW0l"ll3~1~~.~:;:re~~~::;a~=se:22I~~ .~A,po.. ~....................................."....·7.:"'7:'~'7").Penna. -- WASHINGTON.......................COUllty RESIDENT INHERITANCE TAX APPRAISEMENT Estate of IRWIN L.ATHEY Deceased. Late of CANONSBURG................................................................................ Date of Death,:M'3.-.:r..~.h ;L..4~J.9§.$.. Appraisemel!t Docket Vol.,J..7 . Page,.+?.3.~3.No 9.3.~.9..$::::.7.94.. Filed in Register's Office,.9..~.~?l:>.~T....?.9.~..19....~$.. Amount of tax due $J ••••••••••.•••••••.••••••••••••••••••••••••••••••••••••••••••••••••• DEPARTMENT OF REVENUE Received, Ex-a.mined and Approved,.. Wrote abo.ut Appraisement, Appeal f"om Appraisement,.. Entered and charged,. '. j- II J Guaranteed Products for,Concrete Repair'Industrial and Commerclal Flooring'Stair Retreading Waterproofing,Repair and Painting of Swimming Pools 'SidewaJ~Repair and Resurfacing .POST OFFICE Box 245 .CANONSBURG,PA. IRWIN L.ATHEY Camp's Latex Concrete Repair Aqua-Shield -Hydroplug -Liquid Latex -Concrete Sealer &Hardener -= June 28th,1961 LAST wiLL AND TESTAMENT OF IRWIN L.ATHEY,405 BLUFF AVENUE,CANON~BURG WASHINGTCN COUNTY~PENNSY.LVANIA. I,Irwin L.Athey being of sound mind and body do hereby make this my last will and testament.. To my wife,Agnes D.Athey of 405 Bluff Avenue,Canonsburg"Washington County,Pennsylvania I hereby leave all my property both personal and real.She may dispose of it in anyway she may see tit.. I also appoint Agnss.D.Athey .s the sole exeoutor of "¥ee~ she may serve without bond of any kind..o ess he~eof I hRve set my hand an this th~day of .'JMJ..l.)961 SEAL I •£~ IiIJ. tII!-".-._--; Subs cribed and 5i·lorn .o1-!-'-,.)CIthisrL'da~- to before me .,, ," -.:.;.- ~,'.1 '~..~., ".".,- ." .,':._-,'..;J ...'f;'~..',."...,:.;.t .....- ...:, _If' ;";,-.',:,::I.. .-.', ,:') .""" .:,;....(,. _.:!.....~ ~.1 ,: C:.. .i~....:..-........ , t-. 1i -~--"-"-'-'-"--'............~.,--'.'',,"'~~...'-;-.~..._.---~_.~"-~..._.-_..-.'--~-~.~.~-.'-' ./ ", ':, '" ..'~. Form No.R.CC.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 1,1982.(FILE IN DUPLICATE WITH COPY OF WILL ATTACHED)V --'",'.'1(.;,•OFFICE OF THE REGISTER OF WILLS County of .~~~~.~~~~>:'l,. ..............~~.~~•..~~.,.of~q~..£f~~~~..~~;~'~.t~.~~?~~l.'~~<J/..t:~.<J~. .(Name)(Address) being duly ~~~~~.according to law,deposes and says thallhe is the ~~~~~_~~_ .(Exec.•Adm.,Legatee,Etc.) of the esta;e of !~~~__~~~~_~~------._whose last residence was __~~_?-__~~~_~~~__~~~_~~_ (No.)(Street) ___________~~~~~~~..deceased,and that the whole of the estate of said decedent,who died _~,:!:~~~~_~~_~?8 (City.Borough or Township)(Date) consisted of: REAL PROPERTY REAL PROPERTY IN PENNSYLVANIA.WITH STATEMENT OF MORTGAGE ENCUMBRANCES UPON EACH PARCEL AT DEATH OF DECEDENT. WHERE PROPERTY'HEtD AS JOINT TENANT OR TENANCY BY ENTIRETIES.GIVE NAMES.ADDRESSES AND RELATIONSHIP OF OTHER OWNERS. Real Estate Personal Property 1959 Avion Trailer.Sold For Estimated Value Sold For 450.00 28.32 NOTE:You may exp-e'dite 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 intere::;t 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 Vali~e'•.... 'J~~.t - I Bouse and lot at 405 8luff Street,Canonsburg, )lashington County,Pennsylvan;a owned })1j decedent and wife as tenants by entirety !tOIlE - Transfers within TWO YEARS Prior to Death . HONE 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 Western Pennsylvania National Bank Irwin L.Athey Husband at Houston,fa.or and Aqnes D.Athey Wife his wife- 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 BENEFICIARY an interest,vested,contingent or otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT Agnes D.Athey Wife yes Total 405 Bluff Street Canonsburg,Pa. - i\\. .-~_._--~---------------.--~----~---------.,..------------------........--------. -. RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED .". NOTE'List first five items in the spaces so prQvi!fed,observe notations thereon,and instructions Funeral expenses paid in Texas .----=D:..:E=.::B::....:T=----=O-=.R:.....-=..C=LA=IM=----.----:N::..:=A-=.T-=.U-=.R:=E:.....O-=-=-F---"S:.:.A=M=E~-,--_:..:A=M:..:O--=U:....::N.:....:T;.--lnTHIS COLUMN!REGISTER ONLY $674 31 $ Boerne,TeXas p.-cedent died r.esidin9~).th wife,Agnes D.Athey Family exemption (will not be allowed unless decedent died residing with a spouse or children.)1000 00 Probate of will &short.s A.II.Cummins Administration Expenses * Counsel fees * 15 00 250 00 Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below GUy J.Bolyard Kurtz Monument Company Malone's Flower Shop Comfort Community Hospital comfortI Texas Oak Spring Cemetery Dr.R.V.Brasher Rev..CharlesSkuce Griffith Funeral Home Cost of transporting trailer and truck from Texas,where decedent died whila on vaoatior~ to pennsylvania Grave Marker Funeral Flowers Hospital Bill Opening grave and chapel Minister in Comfort,Texas Minister in canonsburg .Pa. Burial at canonsburg,Pa. 300 00 237 50 15 90 43 64 90 00 50 00 20 00 354 00 Total 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. ..Canoneb~~g,..P'(l ," . (City or Town and State) .~;,§i:~. ..4.05..Bluff..S.tx:e~t.. (Street Number) Subscribed and sworn to before me this . .......18th day of ..,Oc:tob.ez:,196B. ...:~,~~..:01;.....C.:":~.-:~.~.~.~~ .VW.c;.~l~l~"'INS..~I't.·..!l>··nz\"~I\h'~~._,..._ f.lllf,_~U!lnvpl~:.et ."- ======~~w=!=============================== r~I ..Havin~g ,bee!!,duly sworn ~~to law,I do ~certify that the above appraisement iS~~in conformity with law on this .............-.:~dayOf·..·.."·..·~..·:;.;'l'···Z..··JJ97..Q V( .../.Zk!('L~7·····~···~..·· In the event that any future intel"est in this estate is transferred in possession 01'enjoyment to colla~~eirs of the decedent after the expiration of any estate for life 01'for yeal"S,the Commonwealth hereby expl"essly reserves the right to appraise and assess transfer"inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF THEYj:9ISTER F W( 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 amou·claimed by depone •xcept 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 sser am~presents~he ~lloweda~a d~~uction. Dated:~~..~L/{/6.cI?:.../P4~{~~. Register of Wills ,.,... ·v Form No.RCC-62 (2-641 WillAdministration INo Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF IRWIN L.ATHEY.................................................... Deceased Late orC.~non$bur9.......................................... County of':l~.~l;1~.~::Jton.......................................... Commonwealth of Pennsylvania REPORT AND APPRAISAL SMi~;;,'\.]~""!'[j:ltJ C1\;1~;~.:",:__~~~;j J - " /', '/'".,~,... --:~¥-..,~~:..~---.....-,.'"-.........;0."70-I .-,., ::-\"l,\ ,....,i (.J 2 1'1'.....~j ,..!""".,~......-..... 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