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HomeMy WebLinkAboutOC1968-0808 - ESTATE OF TOWNSENDRCC-Sl (2-64) COMMONWEALTH OF PENNSYLVANIA DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION IN YOUR REPLY PLEA.E REFER TO 37-12j-7 NOTICE'OF FILING OF APPRAISEMENT BERTHA TOWNSEND Informant In Re:Estate of W.:;:.ILL.....,·.....,I.....,AM...:.~T...:.C1il:..:.:N:..:.:S_EN--::D~_ ______W:.:.:AS..:::..:.H:::IN=GT=-O:.;;N~County -File No.63-68-808 You are hereby notified that the original appraisement in the estate of W]lliam Townsend has been filed in the office of the Register of Wills qf Washington County on June 11 ,19 68.Said appraisement reflects the folloWing valuations: Real Estate ~~--- Personal Property ~1~1~1~6~0~.~12~_ Transfers ~,......_---_ Tota1 ----J.l..,.,..a.lJ,il60ll.LLo.l.l.lZ"'---- 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 __-'--_...5J'-!un:!!.·!:loe:......lo1.=.1"..,.....llo..9Lll:6~8!..-_ Title W.R.CHANEY DATE OF DEATH:March 1,1968 ESTATE INSOLVENT Note:This is not a bill. " :,cc-:,q (6-64) COMMONweALTH OF PFNN~YIN;\NI:\ T~lA.N::::FER INHERITANCE TAX ~~SIDENT nECE~ENT TOWN3END,WILLIAM FILE #63-68-808 March 1,1968 ..- --·It SUMMARY 0&-1]-68 0)-01-68 FILE #63-68-808 rtEP01"t'l'"OF INHERITANCF,TAX APPRAISER I.the unrlersigned duly appointed Inheritance Tax ~ppraiser in and for the County of #63 Washington L ,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","E". Da ted: REPORT OF THE REGISTER OF WILLS I,the undersigned duly elected Register of Wills in and for WashiD,gton County,Pennsylvania,do respectfully report that I have allowed deductions in the amounts claimed by deponent,~xcept as to those items where a greater OT lesser amount is set forth in the last column to the right in Schedule "F",which greater or lesser amount represents the sum atlowed as a deduction. Dated:06-11-68 f;;;~LL-9;J2c?h/~~d REGISTtR OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $._-$$------ __-=ES=T=ATE.IN~OI.=IE=N.:.=T~_ 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) CLE~q VALUE OF ESTATE 1,160~12 1,160.12 1,160.12 1.252.41=:E:i!~~=='="===:========:= Valuation of life estates or annuities .••.••.•$----- ESTATE TAX ASSESS~mNTS $------ (::')As evidenced by Charitable Exemption Certificates issued by the Secretary of Revenue. COMPUTATION OF TAX TOTAL TAX BALANCE PAID $~----­c!>~)------ $------- $--------- $------- $ $-------- $------- FOR USE OF REGISTER ONLY T ax on $5%$_ T ax on $.__10%!t _ Tax on $2~$ T ax on $:~}$------ Exemptions :===~ Total Estate __ TOTAL TAX $_ Less tax previously paid $~~========:. BALANCE $-------Less 5%of tax if paid within 3 months after death $======:- BALANCE OF INHERITANCE TAX DUE Add interes tat rate of 6%(rom to AMOUNT OF ESTATE TAX ASSESSED Es tate tax paid BALANCE DUE Add interest at rate of 6%from to _ 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. Will ~Administration \No.Year . I:-J THE ~IATTER OF THE APPRAISEMENT OF THE ESTATE OF WILLIAM TOWNSEND............. Deceased Late of ..McMURRAY . County of WASH.IN.G'i'ON . II Commonwealth of Pennsylvania REPORT AND APPRAISAL Fonn RCC-2'· DEPARTMENT OF REVENUE.. BUREAU OF COUNTY COLLECTIONS HARRISBURG.PENNA.17 127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INliERITANCE TAX APPRAISEMENT June 11 1968DATE1 . COUNTY !'!.~.l3..~.~.~.~.c:>~.. FILE NO.63-68-8i)8..................................................................................................; Whereas,w.j,.l.,;!,..~~T..9.WD.~.~~.g late of ~~~~~!... in the County of W.~.;?h:i.,P.-gt..9.P.-Commonwealth of Pennsylvania,having died on the J.,..J~t day of ~:r..~19.§.~,seized and possessed of an estate subject to Inheritance Tax under the laws of the Commonwealth of Pennsylvania; Therefore,I,....................,....:w.~~.!.....c.~.P,~...................................................................,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 I the expiration of any estate for life or for years,the Commonwealth hereby expressly reserves the right to appraise and assess transfer I inheritance taxes at the lawful collateral rate on any such future interest. I I Unit AppraisementDescriptionofAssetValuesMadeforInheritance Tax Purposes $ REALTY:..I NONE NONE I I PERSONALTY: NONE NONE TRANSFERS: NONE NONE JT.HELD: As per appraisement filed 1,l()0'12 I i I I I I I Tatal 1.160 12 Estate Insolvent . form~;V~fhb~~~:~~w~~~~l~~:~~o~e~~~~o~~~~~~~se:&:~d:l~~n-.. ..............:L'-...............C<~""'~'Ll4 ijf? AIlIl ser ..................,........................................................................................................................................................~"',L~~')..........Penna. WASHINGTON.................County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ......w.:r.~~:r.M1'I'QWN?~.P. Deceased. Late of McMURRAY...................-. Date of Death,Mareh l.,196.e.. Appraisemel!t Docket Vol.,3..7 . Page,123""7 No 63,68""'8.08.. Filed in Register's Office,eJ.."¥.l:~g 19....~f3. Amount of tax due,$_.___-- DEPARTMENT OF REVENUE Received, Examined and Approved,. Wrote ab(),ut Appra.isement, Appeal fl'om Appraisement,.. Entered and charged,.. r Fo:n~o~:~-62 (12-66)THIS FOD REQUIRED IN ALL ESTATES WITH GROSS ASSETS UNDER UO.OOO,UNDER SE,CTION 701 OF ACT OF JUNE 18,1981,.'j' EF'FECTIVI:JANUARY 1.1982.(FILE IN DUPUCATE WITH COPY OF WILL ATTACHED),'~2:>_~1.-"\fox OFFICE OF THE REGISTER OF WILLS ~ County of m:.e&&~I1Y .~. .......~~m'~.:r.Q\trf~~~l)' , 'of 6tJA"E H~ur ay..Road,.H.cMLWt'ay,.Fa,.. (Name)(Addreu) being duly $..WQ_m .according to law,deposes and says tha~e is the jQ;i,~t__Qlm~r__Q_f_~h.e Ch..e_cking..-.account (Exec.,Adm"Legatee,Etc.) of the estate oL .!~A~~~!~~!1:._';J;~~_~_~!!_~:whose ll!-st·residence was_~_QJ.z__E..__M.cMJJ.rrJ)J':-nd.-,--M.cMurr~Y-,-Fa..~(No,)(Street) ______________Q!mQ!'HibYkg deceased,and that the whole of the estate of said decedent,who died __Mar.cll.-J..,,--19sa.-- (CitY,Borough or Township),(Date) consisted of: joint checking account as se...,t"--'lf)""'o""'r."...,th....h....e""'r...,e.....i....nA.l.'-,-_ 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. Real Estate Estimated None Value Personal Property None ---.... - 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 Estimated Value Checking Account:.,--.- ""Pittsburgh National Bank,Pittsburgh,Fa., iJ;t the name~of \villiam Townsend or Mrs._. , Ber.tha Townsend,$2,320.24 One-Half Interest \$1.160.12.'., , . Transfers within TWO YEARS Prior to Death None 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 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 orotherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT ~ Bertha TQwtrBend Sister-in-law Yes sui juris Joint Otmer[;•.. - .,'.- ,. RESIDENT 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 -4 iKEGISTER ONLY.~ L.Beillllauer &Son Co.Funeral expenses paid $1,219 80 $ , Family exemption (will not be allowed unless decedent died residing with a spouse or children.) Administration Expenses • Willi :lln T ~25 00Counselfees•LfL&~R.~.9.. Fiduciary commission • I OTHER DEBTS AND CLAIMS (•)See Note below WA'sli:iJ!gton Ho spital Medical Expenses 4 61 The Veterans of Foreigh \vars Ambulance Semce 5 00 Jerold R.Ruben,11.D.Medical Expenses 30;00 /~S9 41 (\:1~Total 41......,...'v- 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 .01'less than the estimated amount cIaime~and allowed.m,'J Subscribed and sworn to before me this ?1.~.........\.;0~aaii'iQ~~biitEt" .............~..~..,..aY?;?f ~}.f~Y:,196a.632 E McMurray Rd M---"':lf..-<,':'--'B -~(St~e~i N:~ber)·~"S.:ay.,a.., ~WILliAM J.COOPER,Notary Public. . . . . •. . . . . •. . •. . . . . . •. . . . • . . . . . . . •. . .•..•..'i-\liegt;'eny 'County,Pittsburgh,Pa- c-rr.y GOnliOissbn Expires .....•..••...••..•..............•••••.•..••.•.•.•• Oecembel'19,1969 (City or Town and State) Having been dUI~sX;n/3c~ing to law,I d ' h reby certify that the above appraisement i~if in conformity with ,law on this .................;;;.~dayOf '/1/~d'~;~.&../)~?P / /~L.·d:·1··~: .falser In the event that any future interest in this estate is transfened in possession or enjo_0 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'inheri- tance taxes at the lawful collateral rate on any such future interest. REPORT OF THE REGISTE.»OF WI S I,the undersigned duly elected Register of Wills in and for...~-4.....County,Pennsylvania,do respectfully report that I have allowed debts anti deductions in the amo -is claimed by depo ,except as to those items where a greater or lesser amount .8 set forth in t I st column to the right in said schedule above,which greate 0 esser a~,2represent~sum a1!~~as ,~dedu~tio,~' Dated:.........4;:/~~~..............!:'~:~'?~~..~./§4~-:z:.~~?f-.'J ... Register of Wills r, Fonn No.RCC-62 (12-66) WillAdministration INo Year . ~IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF ..........WW.i.ap]..~QW~~P~. Deceased Late of ....Pittsburgh............................ County of .meg4~q.y . Commonwealth of Pennsylvania...... '"•\, m u r---, c..) ~: L'J r;~_,__I-. 1,1.-:.'" ~:;u r=~,: 1-0c.n ..,...r REPORT-wAND APPRAISAL~~:1:•.__.•t (f;;-:; -f.-:trn_... WILLIAM J.COdPEH 1S08 LAW &FINANCElntJILDIN(J PITTSBURGH 19,PA. -e'" _______C~NONSBURG,PENNSYLVANIA 15317 TO:_.....;.M=R;.;;;;S:;..:;..--=:..:BE::.:R~T:.::.:HA~T::..:O~WN..:..:..;;:.:SE=.:N..:.::D __..... 632 McMURRAY ROAD \ Date:April 16,1968 County WASHINGTON County File No._~-,-_ Bureau File No._ We have recei'led riot ice that,XJXXOOlXlJtKl.fm:4I~»tY..xxx:xXXXXXXXXXXXXXXXXXXXxx..y_':XX.xxXXXX..-- on'March 1 1968,you came into ownership of certain property through ~~rAlX X~X~transfer from WILLIAM TOWNSEND,deceased. I{jl;~'~~\---:~~~-:;-:~:-10:-;:~!~:~~'~~;~~~H~'~~F-'P-E-N-N--;"SY-L-V-AN-'-A---:-:-~1--1'~"':'---;;;--~-'c;':-'F,""'-~~":);:;:.;.~.~""71!i"''?'~~-T'-'''''''''7'"'''''F''"~'''''''~~~---'''''~ ,~,DEPARTMENT OF REVENUE OFFICIAL NOTICE OF INH ERITANCE TAX ~l BUREAU OF COUNTY COLLECTIONS APPRAISEMENT AND ASSESSMENT OF~iNttERITANCE TAX DIVISION ASSETS NOT SUBJECT TO ADMINISTRATION I iiiiiiiiiiiiiiiiiiiiiiiiiiii;;;i;;;m5iiiiiiii iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiji;;;;;;!;;;;;;;~iiiiiOiiiiiiiiiiiiiiiiiiiii;;;;;;;;;;;;;iiiiiiiiiiiiiiiiii=-_-_-;;a-'''__;;''-''''~iiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiii;;;;;;;;;;;;;;; 1Jti J, .~ .~ I ~.- Under the Inheritance and Estate Tax Laws of the Commonwealth of Pennsylvania such rransfers are taxable and the liability for the payment of the inheritance tax due is imposed upon you,as transferee. The property on which tax is hereby ass.essed consists of:Jt.Checking Acct.#70-7-378057 held in the PITTSBURGH NATIONAL BANK,PITTSBURGH,PA.,in the names of WILLIA~__ TOWNSEND or MRS.BERTHA'TOWNSEND._..Q.pe.n.ed ..1-2-58.Balance as of date Q.L.- death,$2,320.24 -----~-----------------'----_.----, oppraised by the Commonwealth,as of the dote of death,at $2,320,24 50 %of this amount is taxable at the rote of 15'_% ORIGINAL ASSESSMENT .' DATE OF ASSESSMENT TAXABLE AMOUNT LESS:ALLOWED DEBTS NET TAXABLE AMOUNT AMOUNT OF TAX DUE o If you pay the above amount within three (3)months of the date of defth of the decsdent,or on or before June,19 6 you may deduct a discount of 5%of the amount of tax due,or o This ta,x became delinq~nt o~e year after the date~ of death of the de.s:edent and,in addition to t:~~ tax,statutory interest at the rate of 6%of the tQ:l'; per annum is also due as of 1*_ 19 in the amount of $__.1,160.12 174.02 AMENDED ASSESSM.fliT $II.k 6)/0!.__ --..<-1-,,-,,;&,~-¥Z---- ----~ ------.. *If the tax is not paid by the above date additional interest is due ot the rate of 6%per annum until paid INSTRUCTIONS TO TAXPAYERS ASSESSED BY:_ (Agent for the Commonwealth) $----174.02==========,.-~=:=:::-$TOTAL AMOUNT DUE APPRAISED BY:J.-L.l..-~~-:""':'~~ (Inheritance Tax p. .~.. Make checks or money orders payable to:To insure proper credit to y~ur account this Official Notice must accompany 'your paymenT.Ma;I,or bring it to: , ~u-#!I\]V.AaN»-o I ~;//1(W~II ;tt{~l-O \ \GOU:H H00SE WASH/NGluN,PENNA.-1530] .( (over) .' .:_:;;.,~.', ,.,;:~,.:;,:,.t. .... .",~~~! •t·..·• 'f'',' ) -' ..',' .-;.II ... 1988 JUt,!3 AN 10:33 I1USSE1.L t~~,RINOR~GISTl:.H OF WILLS ..."