HomeMy WebLinkAboutOC1968-0795 - ESTATE OF STONERRCC-81 (2-64).
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COMMONWEALTH OF PENNSYLVANIA
DEPARTMENT OF REVENUE .
~UREAU OF COUNTY COLLECTIONS
INHERITANCE TAX DIVISION
NOT.~CE OF F~LING OF APPRAISEMENT
CHARLES f.POLACeI
IN YOUR REPLY PLEA8E
REF'&;R TO'37-123-4.
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......,..-.....-.....----:W~AS~'~H~IN~G~T~O~N~.,...."........,....,~--..,..,.Co~ty ~File ~o.63-68-795
Dear Mr.Polacci:
You are pe:tleby notified 1:lhl:l,t tlle..Origj,ool
appraisement ~n tne estate of .....'Da.isX·St6ner ,....
has been filed ip ~he office of theRegi~terofWills o.fWa.shington
County on JSWl,Jat7 <,9 ,19#l.Said appraisement ref;J.eqts the
following yaluat~ons:
Re alEst ate --:-:-..-_.--,.,....,.,...,.,.........,.:;6:.£,.::::O~OO~.O~O::.-...,....'\"'"Pe~sonal property~~~~__~~~...,....~
Transfe~~~,...,..."...,....~'_<~~..",.,..".............,...--......,...-
Tota1 ........--..,..,......."..,.~..........,---:-=.,.~.·,·.~6~,~Qu:OQ4.·••~'P..llOJ,..···......._
As to suc~tax t~at is paid withfn three
death,a five (q%)percent ~isco~t is allowable.
remains unpaid after one year from date of deatp,
of six (6%)percent pe~ann~~is char~ed..
~onths<from date of
As 1;0 any ~ax that
interes~at tlle ~ate
Any party i~interes~who is aggrieved py an appraisement may
appeal therefrom as pr~yide4 by ll:l,w.
$,~"e~.~.
T~t le .i W,ij.,CHANEY,',.EF
f.?~.
APPRAISER
DATE OF DEATH:!fiay 19,1968
Note:This is not a bill.
RC~~~39 (6·6~),
i::OMMONWEAL.TH OF PENNSYLVANIA
TRANSFER INHERITANCE TAX
RESIDENT DECEDENT
STONER,..DAISY
FILE #63-68-795
May 19,1968
',I~••"l
SUMMARY
I.the undersigned
#63 Washington
FILE #63-68-795
the real and personal
opposite each item in
n..EPOET OF INHERITANCE 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 ~t the yalues set forth
the last column to the right in Schedules "A"~"B","C"and "E".
Da ted:01-09-69
05-19-68
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 amopnts
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
:::e:~allowed ~:_~:::uction.~~~
REGISTFR OF WILLS
VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED
$4,000.00 .$6,000.00 $-------~
INVENTORY
Real Property (Schedule A)
Personal Property (Schedule B)
Transfers (Schedule C)
J oint-Held Property (Schedule E)
TOTAL GROSS ASSETS
LE~S Debts and Deductions
(SCHEDULE F)
CLEAR VALUE OF ESTATE
Valuation ,of life estates or
annuities . . . • . . . .
ESTATE TAX ASSESSMENTS
4,000.00
3,959.50=~==::::=~=:..,.--
40.50
~------
6,000.00
3,959.50=========.-
2,040.50
======:=
COMPUTATION OF TAXroB.USE OF REGISTER ONLY
Tax on *________!i%*_
'I ax on $'.(j6~~,.,'-'--~-
T ax on ~2,040.50 A ;~122.43
T?-x on $.__lFi%$---,.
Exemptions :__(:::)
TQtal Estate _
TOTAL TAX $___
Less tax previously paid $~==========\===
BALANCE $-~-~---Less !i%of tax if paid within
3'months after death $======1-
(:::)As evidenced by Charitable Exemption
Certificates issued by the Secretary
of Revenue.
3ALANCE OF INHERITANCE TAX DUE $--------
Add interes tat 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 ONLY ADJUSTMENTS
NOTE:Where subsequent adjustments are made to the abOVe_computation of tax by the
Hegister of Wills,for proper reason,same should be noted below,with short
explanation.
/,
Will
Administration t No.
IN THE
.....Year .
,.,,:".'!''''
-',MATTER OF THE APPRAISEMENT
OF THE
/;
/
t'
,
/
ESTATE OF
...DAIS.Y.ST.QNER....',"._....".'.......-.-'.~..~--~,.-
Deceased
.":':'"
..........."
'".....
Late of .__
COlmly of
CHARLEROI
WASHINGTON
Commonwealth of Pennsylvania
REPORT AND APPRAISAL
,-'
----....__-:_._-.-,._~.-'--_._~,......~-_'~4-"'''''---..--.
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DEPARTMENT OF REVENUE
BUREAU OF COUNTY COLLECTIONS
HARRISBURG,PENNA.17 127
-COMMONWEALTH OF PENNSYLVANIA
'...I ."
RESIDENT INHERITANCE TAX
APPRAISEMENT
DATE _~?!l.\l?:f.y ?"-~.??.?.
COUNTY :W9..l?.l.r~ng~.9.A .
FILE NO..63~.6.e.::.7.95..
Whereas,.P..~:?::~y.~~.~.~~.~late of 9..~.~.~.~~.~~~:~.-.
in the County of W.~.;3.h.iDgt.9.n Commonwealth of Pennsylvania,having died on
19 th May 68.the day of 19 ,seized and possessed ,of an estate
subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania;
Therefore,I,......................................W..~R.~.....Qlli!,n~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 AppraisementDescriptionofAssetValuesMadeforInheritance
Tax PurpOles
$
REALTY:
All that certain tract of land situate in the Borough of
Charleroi,Washington County,Pennsylvania being more
particularly bounded and·described as follows:I
BEGINNING at the Northwest corner of Washington Ave.,and
I
Seventh St.,thence Horth along the West line of Washington -I
Ave.,a distance of 20 feet to a point;thence West 64.32 feet I
to a point on the Easterly line of Lincoln Ave.:thence South
along Lincoln Ave.20.04 feet to a North Line of Seventh St.;
thence East along Seventh St.65.67 feet to apoint,the
olace of beginning.6,00C 00
Total 6,000 00
I
I
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,
fonn~~vi~hb~:::~h~wl>rlla~~~:~:;o~er~z~ea~~""isellle'm~n~z
.~/f?..........."J................................a.~............
,Appraiser
~¥(Number and Street)
..........................................................................................................................,Penna.(roat OtDet)
.............WAi3.H.:I::N.G.'I'Q:N....................COUtlty
RESIDENT INHERITANCE TAX APPRAISEMENT
Estate of
DAISY STONER
Deceased.
Late of
.........QtI~R.Q:I:.
Date of Death,May 1.9.."1.96.~L .
Appraiscnlellt Docket Vol.,:.3.7 ..
Page,l2.3~.4 No 63.~$.$5.7.95.: .
Filed in Register's Office,.J:~z:1:tJ:a.:.I.7 9..'-.19.~9...
Amount of tax due,$..
DEPARTMENT OF REVENUE
Received,
Examined and Approved,c ..
Wrote abo.ut Appra.isement,
Appeal f1'om Appraisement,..
Entered and charged,.
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!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.J
!EFFECTIYE lANUA~YI,1962.(FILE IN DUPUCATE WITH COpy OF WILL ATTACHED)
:;--...~
OFFICE OF THE REGISTER OF WILLS
County of .WASl;:I;J:NG1Qi'/.
......~~~;l.~~.X~.g9~.a:9~.~·,of .~~9..qF~<;lY.~~!N:.~~y.";·M~p;l.~.Y:~~Y1.,..q:~~#roi,
(Name)(Address)Pa..
being duly §W_9..~:I.l'... .__..according to law,deposes and says that he is the _.~~_~~~_~Qf_::__c_,-----~-::~-------..-------..(Exec.,Adm.,Legatee,·Etc.)
of the estate of•.DAl.SY SI..QNER__--------whose last residence was _...7.Q_1.__W~S.b..iD.9t_QrL4_v-enJJ.e---------. .'(No.))(Street)
~_C!~!.~~.9_!..l__J~~~.._...deceased,and that the whole of the estate of said decedent,who died ~_~Y-!2_l .!_9_f?_?
(City,Borough 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
",
ALL that certain tract of land situate in the Borough of Charlerpi
Wash1ngton County,Pennsylvan1a be1ng more part1cularly bounded
and described as follows:
BEGINNING at the Northwest corner of WashinQton Avenue and
Seventh Street,thence North along the West line of Washington
Avenue.a distance of 20 feet to a point;thence West 64.32 feet
to a point on the Easterly line of Lincoln Avenue;thence South
"',"'...,.,T';n,.",1 n -?O '04 TOO++n ~~."1;no 'n'f l'"_1.S'0-Seventh Street 65.67 feet to a point,the plaeethenceEastAlong ~.&l...,.:__.:-Co'"-4J<i'1r1
,
SlJlRill1 /;;OOrLct/,..}
M:V
4-:vv •
Personal Property
-NONE
!/~,~.....57 y!:U .-
.
NOTE:You may expedite 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 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
Transfers within TWO YEARS Prior to Death
NONE
Estimated
",Val'a :,
\
\
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
IN WHICH DECEDENT RENTED A SAFE DEPOSIT BOX
NON
THIS SAFE DEPOSIT BOX RENTED
IN NAME OR NAMES OF
BENEFICIARIES
RELATIONSHIP OF JOINT
HOLDERS TO DECEDENT
BENEFICIARIES AND ADDRESSES
RELATIONSHIP SURVIVED AGE OF LIFE
(If step-ehildren 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 orotherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE .
forth this fact.)DECEDENT
Henrv Holmes Son Yes Sui Juris 1/2 interest
Cleveland.Ohio
Nathan Go:f:f None Yes Sui Juris 1/2 interest
Charleroi,Pa.
.
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,,4-P
..'R~SIDE·~T 'DECEDENT 'DEBTS AND DEDUCTIONS CLAIMED
1
I
29 0
200.00 tI
200.00
AMOUNT
$
commission *
Funeral expenses paid
Fiduciary
Family exemption (will not be allowed unless
decedent died residing with a spouse or children.)
Counsel fees *
Administration Expenses *
DEBT OR CLAIM NATURE OF SAME
OTHER DEBTS AND CLAIMS
Charles F.'
BeveEly Draper
ashington COunty Reports
oseph Sitte
alley
NOTE:List first five items in the spaces so provided,observe notations thereon,and instructions.
Total 1,456 5
..Chax J..e:t:o.:i.~..P.~np.~y.:J..v~I);i.~...•........
(City or Town and State)
........................day of '"~t;l?~,19.~~
Having been duly ~~~:n'a.ccording to law,1;710y ..,tify that th'abm app i..m,nt iaZ:'in ..n'mmity with law on,this
........................y~.dayof ~y;;:~~7 ()~
.../...~~.dt .
ppraiser
In the event that any future intel'est in this estate is transfened in possession 01'enjoyment to ateral 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.
Note:The estate agrees to advise the Register of Wills if the amount actually paid in set"F9i'"FJ""of a"ny fee,~,ission or debt is greater
or less than the estimated amount claimed and allowed.~~I~
Subscribed and sworn to before me this 2!r............CP.~J..e~.F."..p.o;l.~<;:c.:j..
(Executor-Administrator)
330 Grandview Way
.-Map-le .View·.
(Street Number)
E fISTER 9Y~ILLS
I,the undersigned duly elected Register of Wills in and for.. .~.County,Pennsylvania,do respectfully
report th~tIhave1I0wed,debts and deductions in the amo s claimed by deponent,etas to those items where a greater or lesser amou,nt
is set forth in t ast column to the right in said sChe,dule a ove,which greater or lesser amo epresents the sum ~as a deducti0l):..,.
Da""'~J""?'./..y.,?,9......···ikg;...;;~1."~
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Form Xo.RCC-62 (12-66)
•
••
Will
Administration INo Year .
IN THE
MATTER OF THE APPRAISEMENT
OF THE ,
ESTATE OF
DAlSX..S:r.Q~~~De~~~~~d'.......
Late of Borough ox Charleroi
..............eo'"••..••..
County of ..~~::>.~~~gton.....................................
Commonwealth of Pennsylvania
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REPORT ANDt-APPRAISALr,
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Oil.TE APPROVED •••..•..
Form RC'c.lC·
OFFICE.OF TI-<Ii
REGISTER OF WILLS
OF __W.=a:=s:.::;h~i:.:n~f1,,-,t",-o","no=-.__COUNTY
STATEMENT OF DEBTS
AND DEDUCTIONS
DEDUCTIONS ALLOWED IN
J Y.rfS-oTHESUMOF•.....:$./.
..../..-:2..~(1
Register of Wills,Ago.t
ESTATE OF _---=D~A:!:::I!::!:S:!"Y!:........!S~T=.;O~I""IJE"":J..'R.~·LATE OF Borou~h of eba"!"]ero;
DATE OF FILING APPRAISEMENT __£./_--..GL_--=C;....P DAT&OF DEATH .....l'Ilol;<Io,:v:....1L,.9"',J-.J.l""9.::.:6~8:...._
DATE NO.OF HAMIL OF PAYEE REMARKS AMOUNTVOUCH""
-.\1Rshinf!ton Count-iT ReDorts Advertisin0'Letters 1?co"
00/I
Valley IndeDendent AdvertisinfJ'Letters 10.
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•ToRp.nh Si ti-.A ..Ii ti'P.P.R c:onI\IQ'.~-
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'Q"'''.....-A1 ,T n~_~o",Ti',m""~Q1 I"'\f n"'cPr1pnt.1 nnn nn-~"L-I
FilinC'Inventorv &ADnr~Jisement i.IHep'ister of '\fJills 00
n...na"+mr-mt.1"'\-(''Pllb1 i ~HpJ f~l"p.•T",.1r'1'Tn...,..,t f'nY''Pllh1 i r:!IIR.c::i c::+.::ll·.,r....')c;nn on
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._.__._-----+
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COMMONWEALTH OF PENNSYLVANIA }ss:COUNTY OF 1rJashinpton
'.CHARLES·F.POLACCI HEREBY CERTIFY,THAT.TO THE BEaT OF
MY I(NOWL~DGE AND BELIEF,TH~FOREGOING IS A JUST AND TRU E srATEMENT OF DEBTS,FUNERAL EXPENSES AND EXPENSES OPO
I AD~INISTRATION SUBMITTED TO THE ESTATE OF VAT82=DEC"'''''.~.D'DUCT'OR'YO.INHERITANCE TAlC PURPOSES.
SWORN AND SUBSCRIBED DEFORE ME THIS ~J~_~~.~-'6le~-(L.5.)
DAY OF
i\TmroohpY'-~,;.III 68
.::-7':'"L A~.X.,./--0:JOSEPH'S;m,NOTARY P~~ICHARlFR0180ROUSH,WASHINGT,OUNTY
MY COMMISSION EXPIRES JAilUARY 7,1971
I
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.;....;":.
.I,'DAISY STONER,.of the Borough·of Charleroi,
't",~'":":,:-£"~:.~.:,'Ii..
COUhty of Washingt on and State of Pennsylvania,being
LAST YfILL AND TESTAMENT
,
he.reby revoking any and ali wills by me at any time
of sound"mind and disposing memory,d"o make,publish
',--ahd declare this to be my last will and testament,
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heretofore made.
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,:.,~.;.,.._~FIRST .I direct that my execut or,here inafter
named,pay all of my just debts ~md th~expenses in-
cident to the administration ,of my estate as soon as
this may conveniently be done.
:.'
SECOND:<>
I-give,"devise and bequeath'all of the
rest and residue of my estate,be it real,personal or
mixed,of which I shall die seized.or possessed,or to
which I shall be entitled to at the time of my decease,
of every kind and description and whereV3 r situate,to
my 'son~HOLMES alias .tt;.HOLMES of Cleveland,
Ohio'and to my friend NATHAN GOFF of Charleroi,Pa o ,
each thei.equal part there of,share and share a like 0
Should my 'friend NATR~NG~FF precede"me in death then
r
the re smdue .sha 11 be divided equally bet\.I~ee,~my so~.._n ',d~__.,4::::::!-.~fJ.~.~(~~U~~HOLf/lE0 and my ~~~~:P,each the
equal part thereof,share and share alike,and to their
heirs and assigns forever.
THIRD:I hereby confer upon my executor,hereinafter
named,power to se 11 and convey tn f€?e simple,or for.a
lesserest.ete,any part or all of'my real estate,at
public ox'private sale,at such time and up'bn such
conditions asmy executor shall consider proper find to
...~-.-...
:-
"•~:.'t;..:~."_._.....:....:.:•.
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acknowledge,execute and d~11ver deeds of conveyance
therefore.
LASTLY:I nominate,~onstituteand appoint
Charle sF.Polacci,Exec ut or of this my la..st will
.and te stament.
-,-IN WITNESS WHEREOF I have he reunt 0 set my hand
and Seal to this my lastwill and testament this
;J
.<4{--1day of SeptelT!ber,A.D.1951•
"..'~.'.,.,:.
',;."
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Signed,sealed,pUblished a nd declared by the
above named testatrix,as and for her last will and
testament,in the presence of us,who,at her request,
in her pr'esenee and ir..the preaence of each other have
hereunt-o sunseri.bed Durnames as witnesses.
'..
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Affi~auit (@f 1fxrrutnr (@r A~miuilitratnr
j;tatr of 'rnnayluania,~llll:''_,~
C!1ounty of lIaa~ington \-"
Personally before me,the undersigned authority,a N.Q:t.a.t.y.f.M:b.l.~.c..in and for said
County and Stat~,appeared Chal:~es F.p.Q~ac.ci who,being duly
sworn according to law,deposes and says that he is the executor or administrator of the estate of
..........................Dai.Sy.S:t.Qn~.t deceased,that the foregoing schedules constitute a
complete inventory and appraisement of the real and personal estate of !?~.~.?Y.?.~?..~.~E ,
deceased,'except real estate outside the Commonwealth of Pennsylvania;that the fighres opposite each item
of real and personal estate in the foregoing schedules are determined and stated by the undersigned to
be the fair value of said items as of the date of the decedent's death,based upon a just appraisement of each
item made by the above named Executor Administrator.
::2Iuwentery must be filed within three months after appointment of personal representative.
2.A supplemental inventory must be filed within thirty days of discovery of additional assets.
3.1 Original and 2 Copies and 2 RCRI-34,Under $10,000;1 Original and 2 Copies and 2 RCRI-33,
Over $10,000,including Copy of Will;1 Original and 3 Copies and 2 RCRI-33,Over $50,000,in-
cluding Copy of Will and copy of Federal Estate Tax Return.
.,I REFERENCE FOR ADDITIONAL COPY
.1 Act of 1947 P.L.513 Sec.5.2,72 P.S.4844.2
3JuUtutnry aub "ppraisrwtut of the goods and chattels,rights and credits which
were of P..eJ.:..§l ?~!?..~.~.~.late of ..~.~E.~~.2.~?~~~:.~.~.:?..~.
Washington County,Pa.,taken and made in conformity with the abrrve affidavit.
REAL ESTATE
DOLLARS CENTS
ALL that certain tract of land situate in the Borough of $4,000 00
Charleroi,Washington County,pennsylvamia being more
particularly bounded and described as follows:
BEGINNING at the Northwest corner of Washington Avenue
and Seventh Street,thence North along the West line of
Washington Avenue,a distance of 20 feet to a point;
thence West 64.32 feet to a point on the Easterly line
of Lincoln Avenue;thence South along Lincoln Avenue
20.04 fee~to a North Line of Seventh Street;thence
East along Seventh Street 65.67 feet to a point,the
place of beginning.
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