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Home My WebLink AboutOC1968-0835 - ESTATE OF THORNBURGRCC-81 (2-64) COMMONWEALTH OF PENNSYLVANIA -DEPARTMENT OF REVENUE BUREAU OF COUNTY COLLECTIONS INHERITANCE TAX DIVISION NOTICE OF FILING OF APPRAISEMENT IN YOUR REPLY PLEA•• RIFlER TO 37-127-2 / JEAN T.SIMONIN Infoomant In Re:Estate of -=MAR=I::.;O=N;....;;.;;A"'-•.....;T:;;.;;H=O;.;;.:RN:=.;;·=.BU=R::;;G"--_ _____W_AS-=H;o:;ING;;..;.;;.;..;T;;..;.;O;,;;;N:--County -File No.63-68-835 Dear Mrs.Simonin: You are hereby notified that the original appraisement in the estate of Marion A_Thornburg has been filed in the office of the Register of Wills qf Washington County on June 26 ,19~.Said appraisement reflects the following valuations: Real Estate _--'-_ Personal Property l~7~6~.~5Qw__ Transfers -;--_ Total -...,..__.17"'-'6........5....0<--__ 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 (8%)percent per annum is charged. Any party in interest who is aggrieved by'an appraisement may appeal therefrom as provided by law. Dat e .allf...lm,LJ,Si.R......2...oj;L·,...-1..9;u6oL\8..L.·_Si~ne~e ~::r ~?jJ~ Title W.R.CHANEY,APPRAISER DATE OF DEATH:May 7,1968 ESTATE INSOLVENT Note:This is not a bill. :'cc-;q (6-64) (',gWONWEAl'JTH OF l'FNN~YIN,\NI.\ T!\AN~li'F.n INlmRITANCE TAX' R.N;S !DENT DECED.~NT THORNBURG,MARION A. FILE #63-68-835 May 7,1968 SUMMARY APPRAI<:7 TrEPon'!'OF INHERITAriCF.TAX A.PPRAISER 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 at the values set forth the last column to the right in Schedules "A","B", 06-26-68 FILE #63-68-835 I~the undersigned #63 Washington the real and personal opposite each item in Dated: 06-26-68Dated: 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,~xcept 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. REGISTFR OF WILLS VALUE AS REPORTED VALUE AS APPRAISED VALUE AS REAPPRAISED $.-$$------176.50._176_.50 :_'~ ___-"F""'iSL.&T~AoMTE...INS("")]i.LI·.VE....'.....NT-'--_ 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 J76·50._ =-,2.,,16:7 •QQ :-- 176.50._ '",b161,-QQ :~======:= Valuation of life estates or annuities .$----- ESTATE TAX ASSESSMENTS COMPUTATION OF TAX TOTAL TAX BALANCE PAID $------- $-------- *------- *-------$-~-----$ (::')As evidenced by Chari table Exemption Certificates issued by the Secretary of Revenue. $=====:= $-----d>'1'======\_$------- *------d>~)------ TOTAL TAX Less tax previously paid BALANCE Less 5%of tax if paid within 3 months after death 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%from to FOR USE OF REGISTER ONLY Tax on $;__f5%$_ Tax on $10~~.'=~------T ax on $________~$_ Tax on $.__1f5%*_ Exemptions :=(::') Total Estate __ 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.Year . DJ THE ~IATTER OF THE APPRAISEMENT OF THE ESTATE OF MARIONA ..P...~..'I'fI9ItN:E3l.JRQ..... Deceased Late of ..c.lfJl.ItJ:..E.~O :I:" County of WASHINGTON...................... Commonwealth of Pennsylvania REPORT AND APPRAISAL .1 ,----------------_..._---- Fonn'RCC-2· DEPARTMENT OF REVENUE By&EAU 'OF COUNTY COLLECTIONS HARRISBURG.PENNA.17127 COMMONWEALTH OF PENNSYLVANIA RESIDENT INHERITANCE TAX...),. APPRAISEMENT DATE ~~~?§.I.~.?~?.. COUNTY w...~.b.W~.Q.P.:. nLE NO...9.J..~.Q~::.~J..5._. Whereas,~;r.i.Qn.4 T.b..9..r.np.~g late of .Qh~.~~~:r.(;).;. in the County of W.~~bin.gt.Q.P..Commonwealth of Pennsylvania,having died on the 7 ,th day of N~;r.19 <??,seized and possessed of an estate subject to Inheritance Tax under the lawsof the Commonwealth of Pennsylvania; Therefore,I,w.~.~~Q~.~,an appraiser duly appointed according to law, h h d't d t k f . d i hI t f th .d t t d t d fixavmgeeneSlgnaeornae a aIr an consc ona e appralsemen 0 e sal es a e,an o assess an 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 Appraisement Description of Asset Values Made for Inheritance Tax PUrPOIeS $ REALTY: NONE NON; PERSONALTY: As per appraisement filed 176 60 TRANSFERS: NONE'l'lON ~ JT.HELD: NONE NON~ ~".' I Total 176 50 I I Estate Insolvent .., I I I : form~~:':fhbl:~~:I~~We>rll~{!"~~~:~.~o~~~~~~:t~:;~~~~~rllie~s~:~~:;~;;~L ~~"T ,:?~o/~,.------.J ~Appralaer ....· ·..·········..··················7 ······(·,·t;~;·..;d···iit~~~t·;··········,·..··················..~~.~;;:l.:S ,,Penna. IPOlt OllIe.) .....................WAPJ:iJNG'r.QN County RESIDENT INHERITANCE TAX APPRAISEMENT Estate of ....MA..~.JQN A.•.....TI:IQ~.\J:OO . Deceased. Late of CHARLEROI..................................................................................... Date of Death,M~y .7,)S9.f3.. Appraisement Docket Vol.,.3.7 . Page,lZ.7~Z ,No q.3~6.$:-::.~.3.5.. Filed in Register's Office,June 26,.19..68.. Amount of tax due,$ ___. DEPARTMENT OF REVENUE L ~. f .. Received,•••••••••••••••••••••__••••••••••••••••••••••w w.••• Examined and Approved,. Wrote abo.ut Appraisement, Appeal f"om Appraisement,. Entered and charged,. ,--------n---------------------------------------------,.-------- .- IN THE 0RPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA IN RE:ESTATE OF MARION A. THORNBURG,deceased NO. PETITION FOR SETTLEMENT OF ESTATE LESS THAN $2,500.00 ~ND CLAIM OF FAMILY EXEMPTION TO THE HONORABLE P.V.MARINO, PRESIDENT JUDGE OF SAID COURT: The Petition of Jean T.Simonin respectfully represent 1.That the decedent is Marion A.Thornburg,who during her lifetime resided in the Township of Fallowfield, Washington County;Pennsylvania. 2.That the decedent died of natural causes on May 7,1968,at Charleroi-Monessen Hospital,North Charleroi, Pennsylvania. 3.That the decedent,during her lifetime,was seized of the following personal property which composes the sole asset of her estate: Checking account at Mellon National Bank and Trust Company $176.50 4.The decedent died testate,leaving a Last Will and Testament,dated May 7,1957,which is attached hereto and made a part hereof. 5.There are no outstanding debts of any nature due ·1')• and owing which have not been paid by the said Jean T.Simonin and all of the expenses of the funeral have been paid. 6.That the said Jean T.Simonin is the only person entitled to share in the family exemption under the Fiduciary Act of 1949 as amended;that it is unnecessary to have said asset appraised and valued. WHEREFORE,your Petitioner prays your Honorable Court to direct distribution of the assets of the Estate of the decedent,Marion A.Thornburg,to Jean T.Simonin,as her family exemption under the provisions of Section 211 of the Fiduciary Act of 1949,as amended. And she will ever pray,etc. (Jean T.Simonin COMMONWEALTH OF PENNSYLVANIA: SS: COUNTY OF WASHINGTON: BEFORE ME,a Notary Public,personally appeared Jean T.Simonin,the Petitioner in the within petition,who,being duly sworn according to law,~eposes and says that the facts set forth in the foregoing Petition are true and correct to the best of her information,knowledge and belief. Jean T.Simonin Sworn to and subscribed before me Notary Public My Connnission -------_._-----------------------------------,---- ..... I,MARION A.THORNBURG,of Port Allegany,McKean County,Pennsylvania,being of sound mind,memory and understand- ing,do make and publish this my last Will and Testament,hereby revoking and making void all former wills by me at any time heretofore made. FIRST:I direct that my funeral be conducted in a manner corresponding to my estate and situation in life and that all my just debts and funeral expenses be fully paid and satisfied as soon as conveniently may be after my decease. SECOND:All the rest and residue of my property, whether real,personal or mixed,wheresoever situate or found,I give aevise and bequeath to my husband,M.D.Thornburg,to (IDe his absolutely. THIRD:If my husband M.D.Thornburg predeceases me, I then give,devise and bequeath all tberest ~nd residue of my property,whether real,personal or mixed,wheresoever situate or found,to my daughter Jean T.Simonin,to be hers absolutely. In case both my husband M.D.Thornburg and my daughter Jean T.Simonin predecease me,I then give,devise and bequeath all the rest and residue of my property,whether real, personal 0r mixed,wheresoever situate or found,to my grand children,the children of my daughter Jean T.Simonin,to be theirs absolutely,share and share alike.. FOURTH:I hereby nominate,constitute and appoint my husband M.D.Thornburg as Executor of this my last Will and Testament.In case my husband !1.D.Thornburg predeceases me, I then nominate,constitute and appoint my daughter Jean T. Simonin of Fifth Street Extension,R.D.1,Charleroi,Penna., as.Executrix of this my last Will and Testament. .IN WITNESS WHEREOF,I r1ARION A.THORNBURG,the Testatrix,have to this,my will,set my.hand and seal this 7th day of May,1957. Signed,sealed,pub~ished and declared by the above named Marion A.Thornburg as and for her last Will and Testament, in the presence of us,who have hereunto subscribed our names at her request as witnesses thereto,in the presence of the said Testatrix,and of each other. ,,----------.-.------------------------------------- "- IN THE ORPHANS'COURT OF WASHINGTON COUNTY,PENNSYLVANIA IN RE:ESTATE OF MARION A. THORNBURG,deceased •. "","",",~1968,the DECREE .if6 AND NOW,the JL'ciay of foregoing Petition being duly presente ilie same is ordered filed and upon consideration thereof and motion of Melvin B. Bassi,Attorney for Petitioner,it is hereby ORDERED AND DECREED by virtue of the authority vested in this Court under the IFiduciaryAct of 1949, P.L.512,Article II,Sections 202 and 211 as amended,that the sole asset of the estate of Marion A. Thornburg,consisting of a checking account at Mellon National Bank and Trust Company in the amount of $176.50,be and the same is hereby awarded to Jean T.Simonin as her family exemption, without administration or letters testamentary thereon being taken out but with the same effect that a Decree of Distribution would have after an accounting by a personal representative. Mari 0,Presiden Judge , --"'."l ""'"--.q ~j rJ1 D r~ 2 f\,) o f\) ATTOFmEYS Ai-LAW 701 Mc'KEA'N'AvENUE IN RE:ESTATE OF·MARION A THORNBURG,decease PETITION FOR SETTLEMENT OF ESTATE LESS THAN $2,500.00 AND ClAIM OF FAMILY EXEMPTI IN THE ORPHAN'S'COURT OF WASHIDNGTHN.COUNTY,PE~ No.i 3S¥/ft,J \ ~J[ JOpp k ll :::n"/71;:-;C;t:;:-:~.l."'-'.'-r"'f")-';'!).::..{;.;>~',•£:;;;?~~.,, ~\J~-r-'-...Jo=:: ~."U~~~~~~~J~~""r~DWARD AND BASSI 1-f ,.;.' .'I ~~:~ <2-1',;-". f,~ r~.~(" 1j:". ~--------....--------------------------'~---~--------- Form No.RCC·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 I,1962.(FILE IN;o DUPUCATE W.ITH COPY OF WILL ATTACHED)C C ~0-~/9Cd'' ;.OFF4E~F THE ~GISTEROF WILLS '...-County of "WClSAi.I)g.~QJ;l..:. .......~.~~P.,'J;:..~~~C?~:i.~of ..~.•..I?Jf~.,..~.~~~.~'7~~~1..~~?~~Y.~':7?~~~.. (Name)(Address) being duly ~~~~£l:...__.according to law,deposes and says that he is the 1~g_~~~~__._..._._ .(Exec.,Adm.,Legatee,Etc.) of the estate of__._M?-!J9g__~_!1h~_!-:!!.~~_~_g ..__whose last residence was _.__~_~_J?.!-ff..!_~~!'!~(_E!~_!:~_~_L _ (No.)Street) ___________._.~~~~_~.¥.:~~~~_~~.deceased,and that the whole of the estate of said decedent,who died _._~~.l__z.,.__J~§_~_ (City.Bor0U!!h 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 HEtD AS JOINT TENANT OR TENANCY BY ENTIRETIES.GIVE NAMES,ADDRESSES Aim RELATIONSHIP OF OTHER OWNERS. Real Estate None Personal Property Checking a~count at Mellon National Bank and Trust Comoanv Estimated Value None $176 50t ~jll NOTE:You may expe-dite the processing of this return by filing with it,and as a part of the return, letters from financial institutions or mortgage holders,certifying to amounts on deposit or owed by the decedent as of the date of death.Such letters must be signed by a responsible officer of the financial institution or mortgage holder and indicate clearly amounts of principal and intere$t in the decedent's account at the date of death and t!le type of account,account number and the exact name or names in which the account is registered.. ----------~-----------------------., Jointly Held Property Estimated....Value SavinQ:s account at Mellon :N'ationa1 Bank and Trust Comoanv in ....--::.. \1 - names of Marion A.Thornburg or Jean T.Simonin -Sq OhR Ci6..$-4,534.28 t:?FRJ./P:D -J~-II-Ll 9~tt',/~1/(P2 ~lit,., " /1(., I II WIf/~t/,/J If /,/. /\ ()//yi'/-~.~t! ~, Transfers within TWO YEARS Prior to Death None None TOTAL $4,710.78 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,contingentor otherwise,in estate.)are involved,set OR NO AT DEATH OF IN ESTATE forth this fact.)DECEDENT .lean T Simonin Daughter Yes Sui .iuris Residue R n #1 r.harleroi.Pennsv1vania ,, DEBT OR CLAIM NATURE OF SAME AMOUNT THIS COLUMN IltEGISTER ONLY Harold Schrock Funeral expenses paid $1,662 75 $ .lean T Simonin Family exemption (will not be allowed unless 1,000 OC decedent died residing with a spouse or children.) Russell Marino Administration Expenses *10 OC Woodward and Bassi Counsel fees *50 OC Fiduciary commission * OTHER DEBTS AND CLAIMS (*)See Note below Charleroi Fire Dept Ambulance service 10 OC Charleroi-Monessen Hospital services 33 2~ Hospital I Total $2,767-00 RESIDENT DECEDENT DEBTS AND DEDUCTIONS CLAIMED---;--_-----------r:------------------------------------- NOT1t:'Lishirst five items in the spaces s~provided observe notations thereon and-instructions ..Ch~.:(I.:~.~9.~"..~~.q.~I?Y~.y~t:l.~~. (City or Town and State) ~~El~'"or:Ad';'i~;"i;~i;';i Y .. ..R.--..~. (Street Number) Subscribed and sworn to before me this . 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. Having been duly sworn ~ing to law,I~db.certify that the above appraisement ."~n ,onfmmity with law.,on this ...............~<;(0.....dayOf ..~..--e...6-~~-;'~....;4'~..#..·dd;;:~~Ar-;£'."...., ,..~~A:z:~.~L.A ISel'- In the event that any future intel'est in this estate is transferred in possession 01'enjoyment ~ral 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 THMEGISTER OF WILL I,the undersigned duly elected Register of Wills in and~~/~2<;?-<.:..........County,Pennsylvania,do respectfully report that I have allowed debts anll.deductions in the amounts claimed by deponent cept as to those items where a greater or lesser amount is set for~h..,.the I 'st column to the.right in said schedule above,which greater 0 .ser~amo.u,"represents the ~um~wed as a 4,edu.CtiOn.'...'~A Dated:..~.-.-:--<..t?A ..~~v/Ph./........~-~(~--:'!-~~~:?. .Register of Wills o r--I r-?"":1 •! APPRAISAL,j- ! ~I \ ! '. Form No.RCC-62 (2-64) WillAdministration INo Year . IN THE MATTER OF THE APPRAISEMENT OF THE ESTATE OF MARION A.THORNBURG..~..................................... Deceased Late of Township'of Fallowfield............................... County of VJ~~~:i.q.g~.C?~. Commonwealth of )?,jlnnsylvaniac-,r-I (,..4 ;:n C rrl7J c'"REPORT AND(/)V) --fc.f)m;::.!,~ ::Sj_-...J ~2:.""»:-2-...;::n -:.... f=z v')0 l\).. o f\) \.."'..~'t.~..- '..' ~:.. ".j